データベースセクション · 23 レコード
ネットワーク
The fabrics that turn tens of thousands of accelerators into one machine: scale-up interconnects, scale-out networks and the optics underneath.
フィールドノート
大規模AIの地味な現実：ネットワークが、数十億ドルのクラスターをどれだけ実際に使えるかを決める。注目すべき争いは、銅線帝国対オープンEthernet——NVIDIAの独自ファブリック対その他全員の共有標準だ。
まずこの三つから
N&
NVLink & NVSwitch
NVIDIAの最も深い堀、銅で鋳造された。72基のGPUが一体として動ける理由。
UE
Ultra Ethernet
業界の集合的な答え、2025年に一つのオープン仕様として公開された。
8&
800G & 1.6T Optics
資金が静かに向かう先——クラスターはこれを数十万単位で消費する。
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.