I'm as close as you get to an old school Infiniband fanboi. Don't think that Infiniband is somehow an Nvidia moat, if anything because they ate up the last som

I'm as close as you get to an old school Infiniband fanboi. Don't think that Infiniband is somehow an Nvidia moat, if anything because they ate up the last somewhat independent vendor (Mellanox) it's likely it will be replaced by some variant of what is now being called Ultra Ethernet which for the most part incorporates ideas from Infiniband into the Ethernet PHY layer along with bolting into libfabric at the userland level. The people with the brains behind it include the Omni-Path folk (which is descendent from QLogic and SilverStorm before that) which have extensive experience in Infiniband and are now free from the shackles of Intel. However this has absolutely nothing to do with chiplet designs or multi-die architectures (which Nvidia has done before with their dual GPU stuff from the GTX 900 series days etc). The fact of the matter is that Nvidia has no experience whatsoever with chiplets or advanced packaging. AMD has on the other hand absolutely tons from yes, chiplets but also HBM, 3d-vcache etc all of which are ultimately advanced packaging techniques that all build on shared background of expertise. Nvidia needs to rapidly catch up in this area or their future is a lot less certain. This is putting aside what is happening with Tenstorrent/Etched/Groq, etc which threaten to eat up the vast majority of the non-training workloads associated with the current crop of AI/LLM architectures.