NVIDIA Spectrum-X: Ethernet Fabric for 100K-GPU AI Clusters
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.
SiFive’s $3.65B RISC-V Bet: Why Open-Source Chip Architecture Is Reshaping the AI Silicon Landscape
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.