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Supermicro CBO 谈 B300 内存紧张与 AMD MI450X 首发

SemiAnalysis · @SemiAnalysis_ · X·2026-07-21 08:00·45天前
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Supermicro CBO Vik Malyala 在 Computex 2026 表示 B300 HGX 平台面临内存紧张。AMD MI450X 的 Helios 平台将由 Supermicro 首发。对话还涉及双宽机架、Vera Rubin 平台爬坡及 PCIe Gen 6、CXL 3.0 等下一代互联技术。

SemiAnalysis@SemiAnalysis_
48AI 编辑部评分，满分 100

Supermicro CBO 谈 B300 内存紧张与 AMD MI450X 首发

2026-07-21 08:00· 45天前
AI 导读

Supermicro CBO Vik Malyala 在 Computex 2026 表示 B300 HGX 平台面临内存紧张。AMD MI450X 的 Helios 平台将由 Supermicro 首发。对话还涉及双宽机架、Vera Rubin 平台爬坡及 PCIe Gen 6、CXL 3.0 等下一代互联技术。

Two guys, a couple of drinks, and a 7,000 pound double-wide rack.

@dylan522p and @Supermicro CBO Vik Malyala talk racks, storage, and memory prices at Computex 2026.

Full interview below

0:00 Cheers from AI Lumina at Computex 2026 0:33 The B300 HGX platform and the memory squeeze 1:00 Helios: launch partner for AMD MI450X 2:32 Why a double-wide rack works now 3:42 Vera Rubin: a smoother ramp than GB 4:50 Startups, d-Matrix, Positron and custom architectures 6:57 Connectivity: PCIe switches, Tomahawk 6, UALink 9:24 Storage takes center stage 10:48 Petascale, PCIe Gen 6 and CXL 3.0 11:40 Cooling Gen 6: liquid loops and bus bars

来源：SemiAnalysis· x.com

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