Networking
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How Oracle Is Winning the AI Compute Market
Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast
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NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman
Next Generation Nvidia Systems, Ground Up Inference Optimizations from Silicon to Systems to Software, The More You Buy The More You Make
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100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing
Frontier Model Scaling Challenges and Requirements, Fault Recovery through Memory Reconstruction, Rack Layouts
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Nvidia’s Optical Boogeyman – NVL72, Infiniband Scale Out, 800G & 1.6T Ramp
Transceiver to GPU Ratio, DSP Growth, Revealing The Real Boogeyman
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Astera Labs IPO – The Next Connectivity Superhero or Steamrolled By Competition?
Bottoms Up Model, Units, ASP, Revenue, By Hyperscaler Analysis, EPS & Cashflow, Competitive Analysis
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CXL Is Dead In The AI Era
AI Accelerator Beachfront Considerations, Memory Pooling Negatives, Custom Silicon Adoption
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Nvidia’s Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes
1 Supplier Is A Winner Take All, Revealing The AI Head-Fakes
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Nvidia’s InfiniBand Problem – Spectrum-X AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2
Competing teams and technologies, but can the pivot challenge Broadcom's dominance
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Marvell’s DSP Dilemma? Networking’s Tectonic Shift Led By Broadcom, Nvidia, Arista Networks, Microsoft, Meta, Macom, and more
Will Marvell's Strongest Moat Be Breached? $MRVL $AVGO $NVDA $ANET $MSFT $MTSI $META
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Thick Cables, Thin Margins – Microsoft, Amazon, and Google Demand Overstated By $CRDO Credo
Future Demand Booming But Active Electrical Cables Are Not The Salvation
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