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AMD 233.54-1.8%Nov 7 9:30 AM EST

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To: Pravin Kamdar who wrote (71633)10/16/2025 8:33:27 PM
From: neolib of 72186
 
Worth a read here on a Broadcom 800G NIC:

servethehome.com

It does seem like with some many talented people in multiple companies working on things like this that the open standards approach to AI infrastructure is going to win out over the moated Castle, but TWT...
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