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“you have 36 groups connected to each other in a pod … connected together with OCS”
@Semi Doped
Google now builds its entire AI network on optical switches, and Lumentum is the named supplier of those switches.
LITELONG@ $848.70
$722.39-14.88%
since call Apr 24
“OCS used to be optional before, but now it has become an integral part of Google's data center networking approach”
@Semi Doped
Google just made a once-a-decade leap in how its AI data centers are wired, giving it a real edge in running AI cheaply and fast.
GOOGLLONG@ $346.93
$360.74+3.98%
since call Apr 24
peak +9.1%
“That also points out that ARM is a very viable alternative to any x86 CPUs, not to be ruled out at all in terms of architecture.”
@Semi Doped
Google chose ARM-based CPUs to run alongside its newest AI chips, showing ARM is now a fully credible rival to Intel-style x86 chips.
ARMLONG@ $203.43
$240.87+18.40%
since call Apr 24
peak +44.4%
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