Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

First look at $NVDA photonics co-packaged optics switch with Lambda. As GB300 NVL72 scales, networking becomes the layer that determines how fast the cluster thinks while co-packaged optics cut power and improve tokens per watt.

StockSavvyShay's profile picture

Shay Boloor

418,372 subscribers

101,190 görüntüleme • 12 gün önce •via X (Twitter)

Bilim & Teknoloji
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

📣 Get a first look at the NVIDIA Photonics co-packaged optics switch with Lambda. At NVIDIA GB300 NVL72 scale, the network doesn't just move data between GPUs — it determines how fast your cluster thinks. Co-packaged optics cut switch power, reduce failure points, and deliver more tokens per watt. Here's what that looks like in practice. ➡️
0:29

📣 Get a first look at the NVIDIA Photonics co-packaged optics switch with Lambda. At NVIDIA GB300 NVL72 scale, the network doesn't just move data between GPUs — it determines how fast your cluster thinks. Co-packaged optics cut switch power, reduce failure points, and deliver more tokens per watt. Here's what that looks like in practice. ➡️

NVIDIA AI Infrastructure

83,431 görüntüleme • 12 gün önce

Nvidia CEO Jensen Huang talks about NVIDIA Co-Packaged Optics at GTC 2026
0:48

Nvidia CEO Jensen Huang talks about NVIDIA Co-Packaged Optics at GTC 2026

CNET

10,067,468 görüntüleme • 2 ay önce

Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell. $NVDA is officially ramping full AI factory systems with CPUs, GPUs and co-packaged optics built directly into the rack.
0:49

Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell. $NVDA is officially ramping full AI factory systems with CPUs, GPUs and co-packaged optics built directly into the rack.

Shay Boloor

70,283 görüntüleme • 22 gün önce

The first-ever hydrogen-powered NVIDIA GB300 NVL72 systems are online. Training & inference at scale — with zero emissions, zero water. Lambda × Supermicro × ECL →
0:39

The first-ever hydrogen-powered NVIDIA GB300 NVL72 systems are online. Training & inference at scale — with zero emissions, zero water. Lambda × Supermicro × ECL →

Lambda

17,276 görüntüleme • 9 ay önce

This is from my conversation with a Former $NVDA Director. If you want more TOKENS per SECOND because you are limited by POWER, you buy the next $NVDA generation. - Limited to 100 MW: $NVDA H100 = 300M tokens/second - Limited to 100 MW: $NVDA GB200 NVL72 = 12B tokens/second
2:22

This is from my conversation with a Former $NVDA Director. If you want more TOKENS per SECOND because you are limited by POWER, you buy the next $NVDA generation. - Limited to 100 MW: $NVDA H100 = 300M tokens/second - Limited to 100 MW: $NVDA GB200 NVL72 = 12B tokens/second

Rihard Jarc

57,622 görüntüleme • 10 ay önce

Jensen Huang on copackaged optics and silicon photonics... Not as excited as many others are
0:25

Jensen Huang on copackaged optics and silicon photonics... Not as excited as many others are

SemiAnalysis

125,992 görüntüleme • 10 ay önce

$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking. Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.
0:59

$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking. Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.

Shay Boloor

533,096 görüntüleme • 20 gün önce

2026.5.30 Palmer Luckey, co-founder of defense tech company Anduril, recently warned that America’s defense systems are quietly dependent on the enemy’s factories. The CCP now controls the hard layers of production—batteries, optics, metallurgy, and manufacturing lines. America chased margins, lost its industrial muscle, and turned engineers into designers while the enemy captured the actual builders. Once the CCP owns the supply chain, every device becomes a vulnerability. The kill switch is clear: cut capital, cut technology, cut dependency.
0:58

2026.5.30 Palmer Luckey, co-founder of defense tech company Anduril, recently warned that America’s defense systems are quietly dependent on the enemy’s factories. The CCP now controls the hard layers of production—batteries, optics, metallurgy, and manufacturing lines. America chased margins, lost its industrial muscle, and turned engineers into designers while the enemy captured the actual builders. Once the CCP owns the supply chain, every device becomes a vulnerability. The kill switch is clear: cut capital, cut technology, cut dependency.

NFSC Speaks

2,340,884 görüntüleme • 23 gün önce

Inside the factory. A look at how Pineapples are prepared & packaged 🍍🍍
1:09

Inside the factory. A look at how Pineapples are prepared & packaged 🍍🍍

HOW THINGS WORK

7,382,839 görüntüleme • 3 yıl önce

The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers. As AI scales toward 500K+ GPU factories, copper becomes the bottleneck & optics become plumbing that moves data fast enough for training & inference to work.
0:33

The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers. As AI scales toward 500K+ GPU factories, copper becomes the bottleneck & optics become plumbing that moves data fast enough for training & inference to work.

Shay Boloor

164,147 görüntüleme • 13 gün önce

The optical networking supercycle is here! In this podcast, and Vikram Sekar go through all the tech jargon and explain what everything means. In just about 45 mins, you will know everything required to keep up with the next revolution in AI. Chapters 00:00 Introduction to AI and CPU Bottlenecks 03:00 The Rise of Silicon Photonics 06:01 Understanding Optical Networking and Data Centers 08:49 Scale Across: Connecting Data Centers 11:56 Scale Out: Optimizing Data Center Connectivity 14:53 Scale Up: The Future of GPU Connectivity 23:32 The Shift from Copper to Optical Connections 26:13 Challenges and Reliability of Lasers 30:47 Understanding Co-Packaged Optics 34:17 Market Dynamics: Demand and Supply of Lasers 40:46 Emerging Technologies: Optical Circuit Switches
46:08

The optical networking supercycle is here! In this podcast, and Vikram Sekar go through all the tech jargon and explain what everything means. In just about 45 mins, you will know everything required to keep up with the next revolution in AI. Chapters 00:00 Introduction to AI and CPU Bottlenecks 03:00 The Rise of Silicon Photonics 06:01 Understanding Optical Networking and Data Centers 08:49 Scale Across: Connecting Data Centers 11:56 Scale Out: Optimizing Data Center Connectivity 14:53 Scale Up: The Future of GPU Connectivity 23:32 The Shift from Copper to Optical Connections 26:13 Challenges and Reliability of Lasers 30:47 Understanding Co-Packaged Optics 34:17 Market Dynamics: Demand and Supply of Lasers 40:46 Emerging Technologies: Optical Circuit Switches

Semi Doped

21,842 görüntüleme • 4 ay önce

JJ Watt shoots it straight on the optics of Tua laughing with Steelers DB Jalen Ramsey after the Dolphins’ elimination.
0:48

JJ Watt shoots it straight on the optics of Tua laughing with Steelers DB Jalen Ramsey after the Dolphins’ elimination.

David Furones

281,028 görüntüleme • 6 ay önce

The View co-host Sunny Hostin says she didn’t like the ‘optics’ of Biden inviting “convicted felon” Trump to the White House. “I just didn’t like the optics of a convicted felon sitting in The White House near a fire place.”
0:39

The View co-host Sunny Hostin says she didn’t like the ‘optics’ of Biden inviting “convicted felon” Trump to the White House. “I just didn’t like the optics of a convicted felon sitting in The White House near a fire place.”

Oli London

188,580 görüntüleme • 1 yıl önce

$SIVE CEO confirmed that major brands are in talks over their tech for co-packed optics & pluggables. The momentum is building. Watch this. 🔥👀
0:43

$SIVE CEO confirmed that major brands are in talks over their tech for co-packed optics & pluggables. The momentum is building. Watch this. 🔥👀

Athu Invests

63,612 görüntüleme • 1 ay önce

Microsoft CEO Satya Nadella says computing power is now doubling every 6 months, as the Scaling Laws paradigm has taken over from Moore's Law, and the new currency is tokens per dollar per watt
1:06

Microsoft CEO Satya Nadella says computing power is now doubling every 6 months, as the Scaling Laws paradigm has taken over from Moore's Law, and the new currency is tokens per dollar per watt

Tsarathustra

553,296 görüntüleme • 1 yıl önce

can’t keep calm kyunki season 2 FINAALLYYY aa raha hai😎🔥 @realmeindia #HipHopIndia Season 2 co-presented by Sprite India and co-powered by #TuborgIndia packaged drinking water, coming soon on #AmazonMXPlayer
1:45

can’t keep calm kyunki season 2 FINAALLYYY aa raha hai😎🔥 @realmeindia #HipHopIndia Season 2 co-presented by Sprite India and co-powered by #TuborgIndia packaged drinking water, coming soon on #AmazonMXPlayer

Amazon MX Player

10,996 görüntüleme • 1 yıl önce

How rice is packaged
0:33

How rice is packaged

Science girl

10,248,852 görüntüleme • 2 yıl önce

Joel Davis on emotion, optics and how to shift the political centre.
2:31

Joel Davis on emotion, optics and how to shift the political centre.

C O M F Y F R E N

71,623 görüntüleme • 1 yıl önce