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“Agentic AI sounds clean in keynote slides, but running thousands of persistent tool sandboxes just creates an enormous, expensive bill for traditional server compute.”

“Nvidia isn't open-sourcing data center designs out of charity; they are standardizing the plumbing and power delivery so facility bottlenecks don't slow down the sale of their highest-margin Rubin silicon.”

“Open-sourcing physical blueprints looks altruistic, but establishing default OCP standards locks data center builders directly into Nvidia's proprietary interconnects and networking silicon.”