Artificial Intelligence

What is Nvidia’s Rubin GPU?

Nvidia’s next generation Rubin platform (for its GPU) is named after American astronomer Vera Rubin. Based on…

800G/1.6T Optical Modules Expectation

I think ethernet may see increased adoption in data centers in the second half of the year due to the increasing role of GPUs in reasoning tasks. Unlike training phases, which demand low latency (and thus InfiniBand is essential), reasoning tasks are less…

Impact of the Nvidia GB200 Delay Incident

NVIDIA (NVDA) has postponed the production of its GB200, which has raised some concerns…

Microsoft’s AI Business Model and Development — Is Copilot Profitable?

Microsoft has been at the…