META presented several updates to its open compute hardware initiatives at Open Compute Summit 2024 earlier today. In this brief note we share our quick takes on: 1. Implications for META Capex 2. Cluster Bandwidth Expected to Rise “An Order of Magnitude” 3. Disaggregated Network Fabric, a Future Game Changer in Accelerator Scaling? 4. Grand Teton Integration for AMD MI300X Follows AMD’s Launch Announcement 5. Catalina Open Rack Architecture Supports Increasing Power Density of GB200s 6. “Mt. ...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.