Brilliant breakdown of the virtualization layer shift. The observation about hypervisors becoming overhead for AI workloads really nails somethign I've been seeing in practice. When we moved our training clusters from VMware to bare-metal Kuberentes, latency dropped by almost 15% and we reclaimed like 8% of our GPU cycles that were just getting burned on abstraction layers. The Broadcom pricing disaster is basically accelerating what woud've happened anyway, but nobody wants to admit the hypervisor tax was always kinda absurd for compute-bound stuff.
Brilliant breakdown of the virtualization layer shift. The observation about hypervisors becoming overhead for AI workloads really nails somethign I've been seeing in practice. When we moved our training clusters from VMware to bare-metal Kuberentes, latency dropped by almost 15% and we reclaimed like 8% of our GPU cycles that were just getting burned on abstraction layers. The Broadcom pricing disaster is basically accelerating what woud've happened anyway, but nobody wants to admit the hypervisor tax was always kinda absurd for compute-bound stuff.
Thank you! Great comment.