数据库分类 · 23 记录
网络
The fabrics that turn tens of thousands of accelerators into one machine: scale-up interconnects, scale-out networks and the optics underneath.
现场笔记
大模型的无趣真相：网络决定你能真正用上多少那价值十亿美元的集群。接下来的战争是铜缆帝国对阵开放以太网——NVIDIA的私有互联与所有人共用的开放标准之争。
从这三个开始
N&
NVLink & NVSwitch
NVIDIA最深的护城河，以铜为基。这是72张GPU能够协同作一的原因。
UE
Ultra Ethernet
行业的集体答案，于2025年作为一份开放规范发布。
8&
800G & 1.6T Optics
资金悄然流向之处——集群对这类产品的消耗以十万计。
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.