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Tuesday

  1. AWS Machine Learning

    How vLLM's bidirectional KV transfer improves TTFT for multi-turn agent workloads

    vLLM adds bidirectional KV transfer, allowing decode nodes to send already-computed KV caches back to prefill nodes in subsequent turns, avoiding recomputation of conversation history. On a 1P1D deployment on Amazon EC2 P5en, this mechanism improves TTFT by up to 1.6x for Qwen3-32B and up to 3.3x for zai-org/GLM-5-FP8. This capability was initially validated on AWS Trainium clusters and contributed to vLLM; as an accelerator-agnostic feature, it requires coordination with a KV-cache-aware router for cross-turn reuse.

    Flow diagram contrasting the standard prefill-to-decode KV path (blue) with the bi-directional additions numbered one through six (red)

    l KV transfer, allowing decode nodes to send already-computed KV caches back to prefill nodes in subsequent turns, avoiding recomputation of conversation history. On a 1P1D deployment on Amazon EC2 P5en, this mechanism improves TTFT by up to 1.6x for Qwen3-32B and up to 3.3x for zai-org/GLM-5-FP8. This capability was initially validated on AWS Trainium clusters and contributed to vLLM; as an accelerator-agnostic feature, it requires coordination with a KV-cache-aware router for cross-turn reuse.

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  2. Fortune Tech

    Morgan Stanley says Nvidia will depend on AI infrastructure spending for 91.7% of its 2027 revenue

    A report released by Morgan Stanley on October 15 estimates that 91.7% of Nvidia's 2027 revenue will come from AI infrastructure demand, the highest share among the companies it covers, above Vertiv's 90% and Broadcom's 81%. The report projects that hyperscale cloud providers and AI cloud service providers will spend $1.58 trillion in 2027, with nearly $700 billion flowing to Nvidia, while SpaceX and AWS together account for about 54% of Nvidia's hyperscale customer revenue. The report also lists risks: 2027 will see the largest cash flow gap in the forecast period, U.S. data centers will face a 32-gigawatt power shortfall by 2028, and data center restrictions have also become a midterm election issue.

    oadcom's 81%. The report projects that hyperscale cloud providers and AI cloud service providers will spend $1.58 trillion in 2027, with nearly $700 billion flowing to Nvidia, while SpaceX and AWS together account for about 54% of Nvidia's hyperscale customer revenue. The report also lists risks: 2027 will see the largest cash flow gap in the forecast period, U.S. data centers will face a 32-gigawatt power shortfall by 2028, and data center restrictions have also become a midterm election issue.

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