The rise of AI Ethernet, NVIDIA's layout prospects are promising.

What is the value of AI Ether?

NVIDIA is actively embracing Ethernet. In March, it launched the SpectrumX-800 Ethernet, and the May financial report guidance indicates that the Spectrum Ethernet platform will contribute billions of dollars in revenue in the next fiscal year, showing that it is advancing network connectivity towards Ethernet.

The Battle Between Ethernet and IB Networks

  • Ethernet is a widely used local area network that uses standard equipment to achieve communication. IB network is suitable for high-performance computing and AI scenarios, using dedicated equipment for direct connections.

  • High compatibility with Ethernet, low cost, and good flexibility. IB network performs excellently, with advantages such as high bandwidth and low latency.

  • Ethernet has a wide audience and high user acceptance, but the AI computing effect is poor. IB is a leader in the AI connection field, but the premium is high and the quantity of hardware procured is relatively small.

The Future of Ether is Promising

  • Nvidia is not equivalent to IB networks; its long-term layout considers Ethernet solutions.

  • The performance advantages of Ethernet are becoming evident, with tests showing that it is 10% higher than IB in most cases.

  • AI Ether network forms two major camps: Super Ether Alliance UEC and NVIDIA Spectrum-X platform.

Ethernet has better performance, clustering capabilities, and openness. With the rapid development of AIGC, it is expected to become the mainstream network interconnection solution. It is recommended to pay attention to the switch industry, as chips, manufacturing, and brand vendors may all benefit.

LPO solution or become the best choice for AI Ether

LPO has advantages such as low power consumption, low latency, and low cost. NVIDIA/UEC's AI Ether network solution tends to adopt low-cost LPO, and its penetration rate is expected to accelerate. However, it needs to be coordinated with switches, which requires higher cooperation from manufacturers. Leading companies such as Zhongji Xuchuang have more advantages.

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ContractSurrendervip
· 57m ago
If you don't lose money this time, it's a Rug Pull.
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WenMoonvip
· 14h ago
Look forward to NVIDIA's layout
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ProofOfNothingvip
· 14h ago
Buy, buy, buy and talk later.
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GateUser-a5fa8bd0vip
· 14h ago
The prospects are quite promising.
View OriginalReply0
StableBoivip
· 14h ago
Bullish on Nvidia's rise
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