[bee_rider]

Yeah, that immediately came to mind—they talk about distributed systems being a problem, but Nvidia owns the battle-tested and well-regarded HPC networking hardware (Infiniband).

There’s maybe some wiggle room, in that these AI distributed systems might not (?) look like HPC/scientific computing systems—maybe they don’t need Infiniband style low latency. So these other funky networks might work.

But like, Nvidia has the good nodes and the good network. That’s a rough combination to compete against.