INDUSTRY ANALYSIS
GPUs and AI Accelerators analysis
Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.
NVIDIA Vera Rubin’s “Cable-Free” Design: Three Interconnect Layers and a Changing Supply Chain
Claims that “Vera Rubin computers do not use optical cables” conflate cable-free modular compute trays with the rack’s NVLink 6 copper backplane.
Why Glass Core Substrates Are Attracting NVIDIA's Attention: From Material Advantages to Manufacturing
Progress in AI chips is extending beyond scaling individual transistors toward packaging multiple dies and high-bandwidth memory together.