All hell breaks loose next year with the delivery of the logarithmic dynamo for tensor flows from AI chip upstart Tensordyne. $GOOG $AMZN $NVDA $AMD
https://t.co/5HeN4aoq1F
You don’t need to wait for Ultra Ethernet to build a better Ethernet, and Microsoft and OpenAI proved it. $MSFT $NVDA $AMD $AVGO
https://t.co/yAWL1EfADv
The Boardfly interconnect topology and Virgo datacenter network make the forthcoming Google TPU 8 AI accelerators do a lot more work that prior TPUs. $GOOG $NVDA
https://t.co/4wHUW0f044
AI compute and networking plus HBM controllers will soon drive a third of TSMC’s revenues. And it won’t be long before it is half. $TSM
https://t.co/8qSbTnKWqk
Don’t count pluggable optics out just yet in the datacenter. XPO looks like the last hurrah before co-packaged optics takes over. $ANET $NVDA $AVGO
https://t.co/HDdUEtWkup