Bagian basis data · 23 rekaman
Jaringan
The fabrics that turn tens of thousands of accelerators into one machine: scale-up interconnects, scale-out networks and the optics underneath.
Catatan lapangan
Kebenaran yang tidak glamor dari AI berskala besar: jaringan menentukan seberapa besar bagian dari kluster senilai miliaran dolar yang benar-benar bisa Anda gunakan. Persaingan yang perlu dicermati adalah antara imperium tembaga dan Ethernet terbuka — fabric privat NVIDIA melawan standar bersama milik semua pihak lainnya.
Mulai dengan tiga ini
N&
NVLink & NVSwitch
Parit pertahanan terdalam NVIDIA, dicetak dalam tembaga. Alasan mengapa 72 GPU bisa bekerja sebagai satu kesatuan.
UE
Ultra Ethernet
Jawaban kolektif industri, diterbitkan sebagai satu spesifikasi terbuka pada 2025.
8&
800G & 1.6T Optics
Ke mana uang diam-diam mengalir — kluster mengonsumsi komponen ini hingga ratusan ribu unit.
Interconnects & fabrics
9
N&
NVLink & NVSwitch
NVIDIA's scale-up fabric: what makes 72 GPUs one computer.
IN
InfiniBand
The low-latency training fabric NVIDIA acquired with Mellanox.
8&
800G & 1.6T Optics
The pluggable transceivers AI clusters consume by the hundreds of thousands.
CP
Co-Packaged Optics
Light brought onto the switch package — the next power saver.
PE
PCI Express
The universal socket: how accelerators, NICs and CPUs meet.
R(
RoCE (RDMA over Ethernet)
The transport trick that lets ordinary Ethernet move GPU memory.
SX
Spectrum-X Ethernet
NVIDIA's answer to losing Ethernet: an AI-tuned Ethernet of its own.
UA
UALink
The open scale-up standard: everyone-but-NVIDIA's answer to NVLink.
UE
Ultra Ethernet
The industry consortium rebuilding Ethernet for AI — 1.0 spec shipped 2025.
Networking companies
14
AN
Arista Networks
The Ethernet switch leader of the AI back-end network.
AM
Amphenol
Connectors and cable assemblies in every server, switch and rack.
AL
Astera Labs
PCIe retimers and CXL connectivity inside nearly every AI server.
CA
Celestial AI
The Photonic Fabric: optical links from any chip to any memory.
CI
Ciena
Coherent optics linking AI data centers across cities and oceans.
Cisco
The networking incumbent pushing its own silicon into AI fabrics.
CO
Coherent
One of the largest makers of the optical transceivers AI clusters consume by the million.
CO
Corning
The fiber-optic cable itself — glass demand doubled by AI campuses.
CT
Credo Technology
Active electrical cables — the copper that wires racks together.
FA
Fabrinet
The contract manufacturer behind NVIDIA's optical transceivers.
LI
Lightmatter
Photonic interconnect — moving light into the chip package itself.
LU
Lumentum
Lasers and photonics for the optical layer of AI networks.
Nokia
Optical transport and data-center routing — with NVIDIA as a 2025 investor.
TC
TE Connectivity
The other connector giant wiring AI racks and power paths.
Cisco
The networking incumbent pushing its own silicon into AI fabrics.
CO
Coherent
One of the largest makers of the optical transceivers AI clusters consume by the million.
CO
Corning
The fiber-optic cable itself — glass demand doubled by AI campuses.
CT
Credo Technology
Active electrical cables — the copper that wires racks together.
FA
Fabrinet
The contract manufacturer behind NVIDIA's optical transceivers.
LI
Lightmatter
Photonic interconnect — moving light into the chip package itself.
LU
Lumentum
Lasers and photonics for the optical layer of AI networks.
Nokia
Optical transport and data-center routing — with NVIDIA as a 2025 investor.
TC
TE Connectivity
The other connector giant wiring AI racks and power paths.