AI Market · Forecast desk · miss · networking
70% · miss
At least one major hyperscaler other than Microsoft publicly discloses a production AI fabric running MRC at greater than 50,000-GPU scale.
Outcome
Public MRC production deployments at >50k-GPU scale are attributed to Microsoft/OpenAI sites (Fairwater, Abilene); no Google, Amazon, or Meta hyperscaler other than Microsoft disclosed a production AI fabric running MRC above the 50,000-GPU threshold by Aug 31.
Evidence: https://openai.com/index/mrc-supercomputer-networking/