SemiAnalysis@SemiAnalysis_

2026-07-21 08:00· 15小时前

AI 摘要

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

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2026-07-21 08:00·15小时前

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AI 摘要

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