데이터베이스 섹션 · 23 레코드
네트워킹
The fabrics that turn tens of thousands of accelerators into one machine: scale-up interconnects, scale-out networks and the optics underneath.
현장 노트
빅 AI의 화려하지 않은 진실: 네트워크가 수십억 달러짜리 클러스터를 실제로 얼마나 활용할 수 있는지를 결정한다. 주목해야 할 싸움은 구리 제국 대 개방형 이더넷 — NVIDIA의 독점 패브릭 대 모두가 공유하는 표준이다.
이 세 가지부터 시작하세요
N&
NVLink & NVSwitch
구리로 주조된 NVIDIA의 가장 깊은 해자. GPU 72개가 하나처럼 작동하는 이유.
UE
Ultra Ethernet
2025년 단일 공개 사양으로 발표된 업계의 공동 해답.
8&
800G & 1.6T Optics
돈이 조용히 흘러가는 곳 — 클러스터는 이것을 수십만 개씩 소비한다.
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.