India, Nov. 10 -- The race to build larger artificial intelligence (AI) computing clusters has largely been measured in graphics processing units (GPUs), processing capacity and data centre investments. Yet, as thousands of accelerators begin working together, a less visible constraint is becoming increasingly important: the network connecting them. Congestion, inefficient data movement or a failed connection can affect an entire distributed workload, raising questions about how effectively expensive computing resources are being utilised.

Oracle's latest networking announcements at AI World 2026 suggest that the next phase of AI infrastructure competition may depend as much on data movement and network resilience as on raw processing ca...