PHYSICAL LAYER #05

Networking

Scale-Up NVLink Fabrics & Scale-Out InfiniBand/Ethernet

Networking
PHYSICAL BLUEPRINT • LAYER #05 NETWORKING
Key Research Question:

“Will proprietary scale-up domain interconnects maintain pricing moats against emerging open Ultra Ethernet fabrics?”

Binding Physical Bottleneck:
Cluster Serialization Latency & Switch Tray Thermal Loads

Key Technologies in this Layer

NVLink 5.0PCIe Gen 6RoCEv2Ultra Ethernet51.2T Switch ASICs

Key Companies (0)

Active Investment Theses (0)

Related Research Evidence (0)