Transurfing Volatility

Sign in Subscribe

ai-infrastructure

Vera Rubin Decoded Pt. 3 | Vera CPU & the Networking Silicon Family

Vera Rubin Decoded Pt. 3 | Vera CPU & the Networking Silicon Family

Where to Read What — Series Map Part Title Scope 1 Platform Framing & Architecture Map Blackwell → Rubin platform thesis, headline specs 2 Rubin GPU — Engineering Deep Dive Process node, SMs, HBM4, NVLink-C2C, package, CPX + Groq 3 LPX 3 Vera CPU & the Networking Silicon Family (this part) Vera CPU,

Vera Rubin Decoded Pt. 2 | Rubin GPU - Engineering Deep Dive

Vera Rubin Decoded Pt. 2 | Rubin GPU - Engineering Deep Dive

Where to Read What — Series Map Part Title Scope 1 Platform Framing & Architecture Map Blackwell → Rubin platform thesis, headline specs 2 Rubin GPU — Engineering Deep Dive (this part) Process node, SMs, HBM4, NVLink-C2C, package, CPX + Groq 3 LPX 3 Vera CPU & the Networking Silicon Family Vera CPU,

Vera Rubin Decoded Pt. 1 | Platform Framing & Architecture Map

Vera Rubin Decoded Pt. 1 | Platform Framing & Architecture Map

Where to Read What — Series Map Part Title Scope 1 Platform Framing & Architecture Map (this part) Blackwell → Rubin platform thesis, headline specs 2 Rubin GPU — Engineering Deep Dive Process node, SMs, HBM4, NVLink-C2C, package, CPX + Groq 3 LPX 3 Vera CPU & the Networking Silicon Family Vera CPU,

On CPO Pt. 5 | OCS, Testing, and the Optical Value Chain

On CPO Pt. 5 | OCS, Testing, and the Optical Value Chain

OCS — another optical trend that runs orthogonal to and alongside CPO; testing as a critical-path bottleneck in the CPO era; and an end-to-end view of the optical value chain from wafer → laser → PIC → transceiver. On CPO * Part 1, The Phased Transition from Pluggables to CPO * Part 2,

On CPO Pt 4 | Today's Major CPO Products

On CPO Pt 4 | Today's Major CPO Products

A look at Nvidia (Quantum-X / Spectrum-X) and Broadcom (Humboldt / Bailly / Davisson) production CPO product lineups, Nvidia's generation-by-generation adoption timeline, and a comparison of the two vendors' entry paths. On CPO * Part 1, The Phased Transition from Pluggables to CPO * Part 2, The Economic

On CPO Pt. 3 | Inside the Optical Engine

On CPO Pt. 3 | Inside the Optical Engine

ELS vs. on-chip laser, MZM / MRM / EAM modulator comparison, and the OE scaling roadmap (fibers × speed × wavelengths). On CPO * Part 1, The Phased Transition from Pluggables to CPO * Part 2, The Economic and Architectural Case for CPO * Part 3, Inside the Optical Engine * Part 4, Today's Major

On CPO Pt. 2 | The Economic and Architectural Case for CPO

On CPO Pt. 2 | The Economic and Architectural Case for CPO

Why scale-out's cluster-level TCO impact gets diluted, why scale-up forces Nvidia to adopt CPO to defend its NVLink moat, and the mechanism by which the bottleneck migrates to packaging. On CPO * Part 1, The Phased Transition from Pluggables to CPO * Part 2, The Economic and