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AMD 213.43+6.2%Dec 19 9:30 AM EST
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From: neolib12/2/2025 9:13:33 PM
of 73065
 
A little more insight on the AWS/NVDA romance:

For NVIDIA, it is being built into a hyper-scale custom silicon effort. It has the opportunity to sell both the NVLink Fusion Chiplet as well as the NVLink Switches into those non-NVIDIA CPU/GPU/NIC silicon racks.

Final Words Perhaps the most interesting part of this is just that AWS, while going ahead with future Trainium versions, decided it was better to build on NVIDIA NVLink instead of building its own communications protocol, switches, and then the rack infrastructure. Also, and notably, AWS using NVLink means that it will not be using a Broadcom Tomahawk Ultra or other Ethernet-based switch silicon for its in-rack scale-up compute links, as it would be odd to use both technologies for the same purpose.


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