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I mean you still need CPUs to run your workloads. And AMD makes decent ones. I work for a company that sells data centre network switches. There's nothing AI sp
by unmole 3y ago
I mean you still need CPUs to run your workloads. And AMD makes decent ones. I work for a company that sells data centre network switches. There's nothing AI specific in our boxes but we will sell a lot more if them if people are building more data centres to cater to AI driven demand.
Something, something gold rush, shovels.
- htrp 3y agoGreat point! But while demand for network switches explodes, do you really get a competitive advantage from one company's switches vs another? (serious question as I've never had to build a DGX superpod or anything like it from scratch).
- unmole 3y ago> do you really get a competitive advantage from one company's switches vs another? I am obviously biased but IMHO, yes. High end switches are not commodity gear. And a lot of the differentiating secret sauce is in software. So, even if two switches from two different vendors have the same silicon, they might have dramatically different characteristics. That is without going into other aspects like integration with the rest of the stack, quality of support and even lead times.