In this AI Factories – Data Centers of the Future segment, Gilad Shainer, senior vice president of marketing at NVIDIA, joins theCUBE’s John Furrier at the New York Stock Exchange to explain why networking is becoming the “operating system” of AI-scale infrastructure. Shainer breaks down what interconnects really are and why low-latency, jitter-free fabrics such as InfiniBand and Spectrum-X are essential to turning thousands of GPUs across servers, racks and data centers into a single AI supercomputer. He details how extreme co-design of hardware and software – spanning GPUs, networking, frameworks and telemetry – redefines the data center as one coherent compute engine for next-gen AI factories.
The conversation also explores how density, energy efficiency and reliability shape the new AI factory blueprint, from liquid-cooled, copper-linked rack-scale GPUs to optical scale-out powered by co-packaged optics that can cut network energy use and boost uptime. Shainer highlights how BlueField-4 data processing units sit at the heart of storage, security and edge deployments, and how Spectrum-X Ethernet is enabling synchronized, large-scale AI clusters for partners such as OCI, Microsoft, Meta and Cisco. It’s a deep dive into why AI factories are emerging as the new unit of value in enterprise infrastructure and why networking will be central to the next era of distributed, AI-powered systems.
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Gilad Shainer, NVIDIA
In this interview from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future event, Glean co-founder and CEO Arvind Jain joins theCUBE’s John Furrier to unpack what’s really working in enterprise AI today and what comes next. Jain explains why knowledge access remains the first successful AI use case at scale and how Glean’s enterprise search brings AI into everyday work. He details the past year’s lessons with AI agents – from the need for guardrails, security, evaluation and monitoring to democratizing agent building so business owners (not just data scientists) can create production-grade agents.
The conversation dives into Glean’s vision of the enterprise brain powered by an enterprise graph, highlighting the importance of deep context, human workflows and behavior to reduce “noise” and drive outcomes. Jain outlines core building blocks – hundreds of enterprise integrations and a growing actions library – that let agents securely read company knowledge and take actions across systems (e.g., CRM updates, HR tasks, calendar checks). He discusses how organizations are standing up AI Centers of Excellence, prioritizing “top 10–20” agents across functions like engineering, support and sales, and why a horizontal AI data platform that unifies structured and unstructured data – accessed conversationally and stitched together via standards like MCP – sets the foundation for AI factory-scale operations. Looking ahead, Jain says Glean’s upgraded assistant is evolving from reactive tool to proactive companion that anticipates tasks and accelerates productivity.
In this AI Factories – Data Centers of the Future segment, Gilad Shainer, senior vice president of marketing at NVIDIA, joins theCUBE’s John Furrier at the New York Stock Exchange to explain why networking is becoming the “operating system” of AI-scale infrastructure. Shainer breaks down what interconnects really are and why low-latency, jitter-free fabrics such as InfiniBand and Spectrum-X are essential to turning thousands of GPUs across servers, racks and data centers into a single AI supercomputer. He details how extreme co-design of hardware and software...Read more
