Even if that is true you still will need more fiber to connect them all.
HARDWARE
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Jensen highlights fiber infrastructure advantage in tech
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No one is close in terms of fiber. But, yeah, and that was the point of Jensen's talk Saturday night.
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NVIDIA’s Fiber Infrastructure: A Key Competitive Moat
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They have many moats, for sure, but fiber is a key one that I didn't think too much of. It enables NVIDIA to deliver all their other moats. 🙂
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NVIDIA SC24 Virtual Special Address Showcases Latest Innovations
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The NVIDIA #SC24 Virtual Special Address has started. Tune in to hear an in-depth overview of our latest innovations.
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Fiber infrastructure critical for distributed AI inferencing in datacenters
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Even in inferencing, though, you need to move hot services to more and more inferencing computers in a datacenter. Fiber.
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NVIDIA GPU Dominance as Critical Competitive Moat in AI
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If you can't hook 100,000 NVIDIA cards up together (NVIDIA bought the best) you can't put in place any of the other moats.
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Major NVIDIA Datacenter Purchase with Fiber Infrastructure
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He bought an NVIDIA datacenter with a fuckload of fiber. 🙂
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Fiber Infrastructure Growth Predicted for AI Computing Future
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Way more fiber, is my prediction. 🙂
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Fiber Remains Fastest Data Transfer Method in Modern Datacenters
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Not possible in today's context. Fiber is still the fastest way of moving bits around a datacenter between hundreds of thousands of machines.