Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?

Re:Circular Financing: Does Nvidia's $110B Bet Echo the Tele... by pgspaintbrush on Saturday October 04, 2025 @10:17AM (#45473484)

Are these companies developing InfiniBand-class interconnects to pair with their custom chips? Without equivalent fabric, they can’t replace NVIDIA GPUs for large-scale training.

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Re:Circular Financing: Does Nvidia's $110B Bet Echo the Tele... by whp_wessel on Saturday October 04, 2025 @10:33AM (#45473605)

recent Huang podcast went into this, making the point that custom chips won't be competitive to Nvidia's as they are now making specialised chips instead of just 'gpu's'.

https://open.spotify.com/episode/2ieRvuJxrpTh2V626siZYQ?si=2...

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Re:Circular Financing: Does Nvidia's $110B Bet Echo the Tele... by pgspaintbrush on Saturday October 04, 2025 @02:12PM (#45475373)

Thank you for the pointer!

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