SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 233.54-1.7%Nov 7 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Pravin Kamdar who wrote (71647)10/17/2025 12:09:09 PM
From: neolibRead Replies (1) of 72186
 
So AMD did their own via the ZT Systems guys and Meta has done their own for AMD GPUs as well. The Meta one of course might also see their own silicon in it by late 2026 too. I wonder if MS and AWS will use this rack solution with AMD GPUs and also possibly with their own silicon. AFAIK, the Broadcom/OpenAI chip deal hasn't talked about the rack solutions they will use, but I would assume Broadcom will chearfully sell the network silicon into that as well. Why won't they use these wide OCP racks too? It might become a pretty widespread alternative to the Nvidia solutions, with multiple choices of accel and network silicon from multiple vendors??

I wonder if any of the hardware vendors (Supermicro, Dell, et al) will go a step further and use this OCP rack solution with Nvidia GPUs. I would assume Nvidia is running a pretty good margin on their racks as well, and that might look tempting to the OEMs.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News