AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event. @dylan522p sat down with @Supermicro_SMCI Chief Business Officer Vik Malyala for a wide-ranging conversation. Full interview below. （1/3）🧵
SemiAnalysis@SemiAnalysis_ · XAI 摘要
AMD Helios。NVIDIA Vera Rubin。双倍宽机架。液冷。以及为什么存储突然成为主角。@dylan522p 与 @Supermicro_SMCI 首席商务官 Vik Malyala 进行了一场广泛对话。完整访谈如下。(1/3)🧵
AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event. @dylan522p sat down with @Supermicro_SMCI Chief Business Officer Vik Malyala for a wide-ranging conversation. Full interview below. （1/3）🧵