Artificial intelligence is reshaping how industries manage data infrastructures. The energy demand for AI infrastructure and model training in data centers is substantial, with estimates suggesting it could account for 3.7% of the global power supply by 2030.
The effort and resources being expended on AI initiatives raise a few questions. First, what’s the path for organizations to move beyond traditional “rack and stack” approaches to brisk, optimized and performant AI infrastructures? Second, what benefits do intelligent compute environments provide to that end?
“Industry observers point to a shift from pre-training larger models to refining how they reason with data on the fly,” said Dave Vellante, chief analyst at SiliconANGLE and theCUBE Research, in a recent Breaking Analysis segment. “This evolution expands AI’s capacity for tasks that demand flexible, context-aware decision-making. Major cloud platforms and AI vendors are nonetheless laying the groundwork for these agentic capabilities, indicating that personal AI agents and their supporting infrastructure could rapidly scale across both consumer and enterprise markets.”
AI is on everyone’s lips, but a stark fact remains clear: Achieving and scaling AI’s benefits across industries demands a recommitment toward infrastructural excellence. Join theCUBE, SiliconANGLE Media’s livestreaming studio, for our exclusive coverage of the “Mastering AI: The New Infrastructure Rules” event on March 5, as our analysts engage with experts and business leaders on practical blueprints for AI infrastructure success at the enterprise scale. (* Disclosure below.)
Emerging AI infrastructure trends shaping enterprise strategies
The global AI infrastructure market is experiencing rapid growth, with projections indicating a rise from $46.15 billion in 2024 to $356.14 billion by 2032. This surge is driven by the increasing demand for advanced AI capabilities across various industries.
Penguin Solutions stands at the forefront of this evolution, offering comprehensive AI infrastructure solutions designed to meet the escalating needs of modern enterprises. Their OriginAI platform provides pre-configured, validated and tested AI factory infrastructure solutions that scale from hundreds to over 16,000 GPU clusters. This scalability ensures that organizations can seamlessly expand their AI capabilities in line with growing demands.
“We are committed to solve the complexity of AI by designing, building, deploying and managing cutting-edge solutions that enable us to support our customers on their AI journeys,” said Mark Adams, president and chief executive officer of Penguin Solutions. “This collaboration agreement reflects a shared vision of leveraging our companies’ combined strengths to deliver a broad portfolio of high-performance AI solutions to customers across the globe.”
A key component of OriginAI is its integration of the latest Nvidia and AMD GPUs, coupled with Dell Technologies’ AI-optimized hardware. This combination delivers high-performance computing power essential for training and deploying complex AI models. Additionally, Penguin Solutions’ Scyld ClusterWare platform offers seamless AI cluster management, providing end-to-end monitoring and full lifecycle management to streamline operations, according to the company.
In the context of market trends, accelerated servers have become the preferred infrastructure for AI platforms, accounting for 58% of total server AI infrastructure spending. Penguin addresses this trend by designing large, accelerated AI-optimized clusters utilizing high-performance GPU servers, switches and network-attached storage. This approach ensures that enterprises can achieve optimal performance and efficiency in their AI operations.
TheCUBE event livestream
Don’t miss theCUBE’s coverage of the “Mastering AI: The New Infrastructure Rules” event on March 5. Plus, you can watch theCUBE’s event coverage on-demand after the live event.
How to watch theCUBE interviews
We offer you various ways to watch theCUBE’s coverage of the “Mastering AI: The New Infrastructure Rules” event, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s events on SiliconANGLE.
TheCUBE Insights podcast
SiliconANGLE also has podcasts available of archived interview sessions, available on iTunes, Stitcher and Spotify, which you can enjoy while on the go.
SiliconANGLE also has analyst deep dives in our Breaking Analysis podcast, available on iTunes, Stitcher and Spotify.
Guests
During the “Mastering AI: The New Infrastructure Rules” event, theCUBE analysts will examine the critical role of infrastructure in maximizing AI performance, highlighting why traditional approaches often fail to unlock the full potential of GPU clusters. They will also discuss best practices for building scalable, high-efficiency AI environments that drive innovation and sustained operational success.
(* Disclosure: TheCUBE is a paid media partner for the “Mastering AI: The New Infrastructure Rules 2025” event. Neither Penguin Solutions Inc., the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)
Image: SiliconANGLE
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