Ping!.................
These GPUs will host the biggest, most capable AI entity in the world.
This is not a supercomputer. Nvidia makes GPUs for AI, a completely differ class of processor than a supercomputer.
Though it may access supercomputers to answer some questions.
Does anyone see it differently?
Nivida nearing a 5T valuation. Up around 8% in the last couple of days.
I know some people will be upset about this. But it actually is a national security issue.
Why is the Department of Energy doing this? That one should be phased out after Department of Education.
Snip..."Additional AI Networking Solutions Cooperation
...The companies will also explore the use of Nokia’s optical technologies and capabilities as part of future NVIDIA AI infrastructure architecture."
Polariton and Nokia Optical
Polariton-and-Nokia-collaboration
Polariton and Lightwave Logic
Polariton @ CEO 7:19 discusses Lightwave Logic
Lightwave_Logic_and_Polariton_partner_on_electro-optic_materials
polariton.ch/products/400g-per-lane
Lightwave Logic is moving past the development stage into implementation stage. (Note that no Rare Earths needed!) Their optical polymer could assist in reducing the enormous power consumption of Data Centers. Could be a disruptive product. Something to watch. (disclosure... Am watching and hold some shares.)
Time to recognize Taiwan.
Sounds as if these latest Blackwell chips will be part of the 47-XI negotiation so China can build its own supercomputers. Why wait until they steal them just sell them now.
PS: Nvidia just passed the 5 [ five ] trillion market cap this morning, leaving all the other big tech stocks scrambling to reach 4 trillion.