Inside NVIDIA GB300 NVL72 — Blackwell Ultra GPUs, 288GB HBM3e, NVLink 5 fabric, liquid cooling, and how the rack-scale system reshapes 2026 AI training and inference.
How NVIDIA Spectrum-X re-architects Ethernet for AI training fabrics — adaptive routing, congestion control, BlueField-3 DPUs, and why it competes with InfiniBand at 100K-GPU scale.
Analysis of SiFive's $3.65B valuation, RISC-V's growing role in AI inference silicon, and why open-source chip architecture threatens ARM/x86 dominance. Technical deep-dive into RISC-V vector extensions for ML.