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Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E

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Roadmap, Supply, Anti-competitive: AMD, Broadcom, Google, Amazon, and Microsoft Have Their Work Cutout For Them

Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E Roadmap, Supply, Anti-competitive: AMD, Broadcom, Google, Amazon, and Microsoft Have Their Work Cutout For Them Dylan Patel and Myron Xie Oct 10, 2023 ∙ Paid 116 21 Share 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 externa

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