#supply-chain
- 4 min read
Co-Packaged Optics Goes Mainstream: The Optics Bill Gets Rewritten
NVIDIA's Spectrum-X Photonics hit full production in August. Why moving the optics onto the switch package matters for power, reliability, and the supply chain, and the CPO-vs-NPO fight coming for Rubin Ultra scale-up.
#networking#optics#cpo#supply-chain#power
- 3 min read
HBM Is the Real Capacity Constraint
GPU supply gets the headlines, but memory is the gating item. SK hynix just posted a 76% operating margin, Micron is booked through 2027, and Amazon raised capex because memory got expensive. What that means for how you plan clusters.
#hbm#memory#gpus#supply-chain#economics