Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E – SemiAnalysis
Roadmap, Supply, Anti-competitive: AMD, Broadcom, Google, Amazon, and Microsoft Have Their Work Cutout For Them Nvidia’s AI solutions are currently at the top of the world, but disruption is coming…
Nvidia’s AI solutions are currently at the top of the world, but disruption is coming. Google has unleashed an unprecedented plan of building out their own AI infrastructure. We exclusively detailed volumes and dollar amounts for Google’s TPUv5 and TPUv5e buildout for both internal use in training/inference as well as for external customer usage from firms such as Apple, Anthropic, CharacterAI, MidJourney, Assembly, Gridspace, etc. Google isn’t the only rising threat to their dominance in AI infrastructure. On software, Meta’s PyTorch 2.0 and OpenAI Triton are barreling forward allowing…
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