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AI Networking Model
https://semianalysis.com/ai-networking-model/(semianalysis.com)An AI Networking Model is offered to decode the critical networking layer of AI and cloud infrastructure. It provides detailed analysis of AI cluster configurations from major hyperscalers like Microsoft, Google, and Meta, breaking down the specific hardware used for different accelerators. The model includes granular data on switches, optical modules, and cables, along with attachment ratios, pricing, and power consumption. It also features market analysis with vendor wallet shares for companies like Nvidia, Arista, and Broadcom, and forecasts for high-speed transceivers.
0 points•by ogg•11 days ago