NVIDIA 的 InfiniBand 问题：Spectrum-X AI 架构、Tomahawk-5、Jericho-3AI 与 Quantum-2-Nvidia’s InfiniBand Problem - Spectrum-X AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2

Nvidia's InfiniBand Problem - Spectrum-X AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2 Competing teams and technologies, but can the pivot challenge Broadcom's dominance DYLAN PATEL AND GEORGE COZMA 2023年5月29日 ∙ PAID 15 3 Share 49 In the gold rush to build out AI infrastructure, GPUs are the picks and shovels. With Nvidia's historic earnings last week, the semiconductor market soared. The market incorrectly bid up some other companies with disproportionately less AI exposure to try and capture some of the g ...