Month: October 2025

AIFinance

Structural Shifts Outperform AI in Alpha Generation, Analysis Shows

As artificial intelligence becomes commoditized in financial markets, sources indicate true alpha generation has migrated to structural inefficiencies. Analysis suggests spinoffs, breakups, and corporate carve-outs offer the last frontiers for substantial outperformance.

AI’s Alpha Limitations Revealed

Prominent investor Ken Griffin has reportedly stated that artificial intelligence “fails to help hedge funds produce alpha,” according to recent financial analysis. This assessment challenges the widespread assumption that AI would revolutionize investment returns through superior data processing and pattern recognition.

by Elisa Romero
AIHardware

Broadcom Debuts Thor Ultra 800G Ethernet NIC with PCIe Gen6 for AI Infrastructure

Broadcom has unveiled the Thor Ultra, an 800G Ethernet Network Interface Card designed for AI data centers. The card leverages PCIe Gen6 and new packet control technologies to address limitations of traditional RDMA, promising improved performance and vendor flexibility.

Broadcom’s New AI Networking Solution

Broadcom has introduced the Thor Ultra, described in reports as the industry’s first 800G AI Ethernet Network Interface Card (NIC). According to sources, the card is engineered for large-scale data centers that support advanced Artificial intelligence tools and workloads across hundreds of thousands of XPUs. The Thor Ultra’s implementation of PCIe Gen6 x16 is said to significantly boost throughput, addressing performance and scalability demands in AI-driven environments.

by Nathan Cole
ComputingHardware

AMD’s Helios MI450 Rack Emerges as Star Attraction at OCP Summit 2025

AMD’s Helios MI450 rack, valued at approximately $3 million, became a centerpiece of interest at the OCP Summit 2025. The system’s 72-GPU configuration and data center-ready design attracted consistent crowds of engineers and attendees. Industry observers noted significant design differences between AMD’s reference implementation and Meta’s custom rack solution.

Show Floor Magnetism

According to reports from the OCP Summit 2025, AMD’s Helios MI450 rack proved to be one of the most compelling systems on display. ServeTheHome’s Patrick Kennedy, who attended the event, noted that “while the show floor was open, there were crowds of folks just staring at this every time I walked by.” The glowing 72-GPU rack reportedly attracted engineers and attendees throughout the conference, serving as a focal point for discussions about AMD‘s AI infrastructure strategy.

by Elisa Romero