The first company that can make a UALink switch with high radix β meaning lots of ports β and high aggregate bandwidth across those ports that can compete toe-to-toe with Nvidiaβs NVSwitch memory fabric and NVLink ports is going to make a lot of money. β¦
Upscale AI Nabs Cash To Forge βSkyHammerβ Scale Up Fabric Switch was written by Timothy Prickett Morgan at The Next Platform.
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the worldβs most important foundry for advanced chippery, will be the first to know. β¦
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers was written by Timothy Prickett Morgan at The Next Platform.
As the year came to an end, we tore apart IDCβs assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the companyβs reckoning of Ethernet switching and routing revenues. β¦
By Decadeβs End, AI Will Drive More Than Half Of All Chip Sales was written by Timothy Prickett Morgan at The Next Platform.
Login