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Friday, June 06, 2025

10 Possible "AI-Era Ciscos" (Infra Giants in the Making)

 


Here’s a list of 10 possible “Ciscos” for the emerging AI era — companies that are (or could be) to AI infrastructure what Cisco was to the Internet: the backbone builders, the connective tissue, the enablers of scale.

🧠 10 Possible "AI-Era Ciscos" (Infra Giants in the Making)

  1. NVIDIA
    Why: Already the GPU kingpin. But it's now expanding into networking (e.g., Mellanox), AI cloud infra, and full-stack AI systems. Becoming the "hardware+software fabric" of the AI age.

  2. TSMC
    Why: The invisible foundation of AI — fabs that make the chips. If NVIDIA is the architect, TSMC is the builder. As AI demand grows, TSMC becomes more geopolitically and economically critical.

  3. AMD
    Why: Rising challenger to NVIDIA, with competitive AI and data center chips (like MI300). May power alternative AI infrastructure providers looking to avoid Nvidia lock-in.

  4. Broadcom
    Why: Quietly dominates custom silicon, networking chips, and infrastructure software. Their tech powers AI data centers even if they’re not front-and-center.

  5. Arista Networks
    Why: Modern data center networking, low-latency fabrics, and AI cluster connectivity. Like Cisco in the 90s — building the roads for AI traffic.

  6. Lambda Labs
    Why: The "DIY NVIDIA stack" for startups and mid-size orgs. Affordable AI servers, cloud GPU access, and full-stack ML infra. Positioning itself as the dev-friendly infra layer.

  7. CoreWeave
    Why: Ex-GPU crypto miner turned AI cloud. One of the fastest-scaling alternatives to AWS for AI workloads. Building infra-as-a-service for inference and training at scale.

  8. Graphcore (or another chip startup)
    Why: Betting on novel compute paradigms. If they crack the "post-GPU" architecture (e.g., IPUs, TPUs), they could be the dark horse Cisco of new AI hardware.

  9. Celestial AI / Lightmatter / Ayar Labs
    Why: Optical and photonic interconnects — essential for scaling AI clusters beyond today's thermal/electrical limits. Could power the next-generation AI data highways.

  10. Anthropic / OpenAI Infra Division
    Why: Building internal, vertically integrated superclusters (custom racks, interconnects, scheduling). Their infra efforts may birth the AWS of AGI — or be spun out into infra-first giants.

🚀 Bonus Mentions

  • Amazon / Microsoft / Google (Infra Arms) – They’re still the cloud backbones, increasingly offering custom AI infra (e.g., Trainium, Azure Maia, Google TPUv5).

  • SiFive / RISC-V startups – Open hardware standards may drive new AI infra designed from the ground up.



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Twitter: The Digital Water Cooler Where Innovation Happens

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Twitter: The Digital Water Cooler Where Innovation Happens

Steve Jobs once famously said, “Creativity is just connecting things.” He believed that the serendipity of human interaction—especially the kind that happens at random, like bumping into someone at a water cooler—was the secret sauce of innovation. This was one reason Apple’s original office spaces were intentionally designed to foster unexpected collisions. Now, in a world where many of us work remotely or asynchronously, where is that water cooler today?

It’s Twitter.

Yes, Twitter—with all its chaos, wit, hot takes, and rabbit holes—is the global, digital water cooler of our time. It is the place where people from wildly different industries, cultures, and ideologies bump into each other through threads, replies, memes, and DMs. And just like at Jobs’ metaphorical water cooler, it is at these intersections that innovation begins.

Collision Breeds Creativity

On Twitter, a founder in Nairobi can stumble across a data scientist in Berlin. A product designer in Tokyo can debate UI trends with a blockchain engineer in Buenos Aires. A 17-year-old high schooler can pitch an idea that gets picked up by a VC following a niche hashtag. These are not hypotheticals—this is Twitter’s magic in motion.

It’s not just about consuming content—it’s about connecting brains across time zones. The randomness is the point. You don’t walk into Twitter with a 10-point networking plan. You just show up and engage, and sometimes, what emerges is an idea, a movement, a collaboration, or a startup.

The Platform of Ideas, Not Just Opinions

Yes, Twitter is messy. Yes, it can be noisy. But within that noise, the smartest minds of every domain are talking in public. And when they collide—when an economist meets a designer, when a climate scientist trades ideas with a gamer, when a venture capitalist jokes with a meme creator—something new is born. These moments would never happen in siloed conference rooms or echo chambers.

Twitter is not a replacement for deep focus or long-form thought. But it is a perfect trigger for that first spark. That tweet you saw while doomscrolling at midnight? It might be the beginning of your next company, research paper, or book.

The Serendipity Engine

Jobs wanted a physical layout that maximized chance encounters. Twitter is that layout, scaled to the planet. The more time you spend participating thoughtfully, the more nodes of connection you light up. It is the serendipity engine of the modern age—algorithmic, chaotic, and brilliant.

In a digital world increasingly obsessed with optimization, Twitter remains gloriously unpredictable. And in that unpredictability lies its greatest strength: it is where minds meet by accident, and from those accidents, innovation happens.

Welcome to the new water cooler. It's open 24/7.

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