全球科技-I 供应链：-OCP 峰会要点；AI 工厂分析；Rubin 时间表-Global Technology -AI Supply Chain Taiwan OCP Takeaways; AI Factory Analysis; Rubin Schedule

August 15, 2025 01:43 AM GMT Global Technology AI Supply Chain: Taiwan OCP Takeaways; AI Factory Analysis; Rubin Schedule From OCP seminar, AI chip designers are closing the gap on scale-up technology with UALink and Ethernet. Our summer project analysis suggests most AI XPUs can make money in an 100MW AI Factory at US$0.2/mn per token. Separately, NVIDIA's Rubin chip is on schedule. Taiwan OCP takeaways – Scale-up technology competition: At the OCP seminar on August 7, in Taipei, there was intense debate o ...