OpenAI

The 50-author MRC paper gives Ethernet its first multi-vendor, open-spec, production-trace answer to the one argument InfiniBand had left at frontier-training scale.

AI inference costs have fallen 1,000x yet agentic workloads still cost hundreds daily, as Anthropic blocking OpenClaw from subscriptions proves consumer pricing cannot absorb real infrastructure economics.

xAI's Cortex 2, Meta's mega-clusters, and the $100B NVIDIA-OpenAI deal represent computing installations that dwarf anything on the official rankings. The supercomputing world hasn't reckoned with what that means.