Comment Re:Not really a rival (Score 1) 38
Have they done rack scale nvlink other than Grace? Usually I see racks of systems with GPUs, but the NVLink terminates within each server, rather than going between servers.
NVLink nowadays even in a single system (as of Blackwell) looks a lot more like infiniband, but still seeing Blackwells usually as GPUs in x86 boxes with NVLink staying inside. Multi-server fabric seems to be RDMA over ethernet as the favored selection for now. Maybe I'm missing some segment, but I can at least say externally switched NVLink is absolutely not 'just as well as GPUs'.