Some Game Theory On That Nvidia-Meta Platforms Partnership
… More than a few HPC clusters that have CPU-only codes use Grace CPUs for a big portion of their hardware. …
… More than a few HPC clusters that have CPU-only codes use Grace CPUs for a big portion of their hardware. …
… So I think a lot of this will be underway in 2026 and really emerge in 2027 as scale up Ethernet becomes a more important part of that.” It is shaping up to be a throwdown between UALink, ESUN, and NVSwitch for the scale up networks for AI clusters, and maybe HPC clusters, too. …
… If you want to do a full accounting of the network costs for AI hardware, companies also have to beef up their front end networks linking application to AI clusters, too, because these are generally painfully slow compared to the scale out networks that comprise the outer rings or branches dependin… …
… We will do a deeper dive down deeper into the hardware. …
… You will also note that Quantum InfiniBand is not mentioned, and that is not because Nvidia is stopping development on InfiniBand but more that Nvidia does not expect for AI factories to deploy InfiniBand even if there are cases where HPC centers running smaller clusters or even some AI centers mig… …