Comment by girfan
1 day ago
Cool tour. I haven't kept up with their developments; what kind of workloads have they been pushing for? Since they don't seem to have any specialized accelerators in the Compute Sled, I am assuming they are not targeting AI workloads for now?
Hard to compete there when most of the margin is going to NVIDIA, pretty much impossible if you don't have the scale of Dell/Supermicro/etc
The Oxide approach, I think, would be to pick an open interconnect standard and work with one or more NVIDIA competitors to make hardware for it. E.g. AMD and a few of the specialized AI hardware companies. Essentially provide an open TPU standard.
They already picked out a interconnect standard it is called 100 Gigabit Ethernet. They can interoperate with multiple different vendors using the sfp28 ports on the switch. I bet they are even working on new programmable hardware for a next gen 200 Gigabit Ethernet fabric with oxide controlling the entire stack from hardware to software
3 replies →
Interesting. What would the incentives be for NVIDIA, for example, to opt into this? They are building their own racks now, like the NVL72 etc.
2 replies →