Awais Nemat

NVDA announced six new chips part of its upcoming Vera Rubin platform: 1) Vera CPU (88x custom NVDA cores with 3x system memory vs. Grace), 2) Rubin GPU (5x/3.5x NVFP4 inf/trn vs. Blackwell), 3) NVLink 6 scale-up switch (2x or 3.6TB/s GPU-GPU all-to-all connection at 400G SerDes), 4) ConnectX-9 SuperNIC (800G Ethernet with 200G PAM4 SerDes for east-west traffic), 5) BlueField-4 DPU (800G smartNIC and storage processor for north-south traffic), and 6) Spectrum-6 Ethernet scale-out switch (102.4T infra with 200G co-packaged silicon photonics). NVDA also announced Vera Rubin is now in full production, on track for 2H26. This follows mgmt's last commentary of chip tape-out in December (see our IR meeting takeaways), in-line with cycle time of ~9 months.

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🗓️This week At OpenAI 🔥🔥🔥 Acquisition of Statsig Co-designing AI chips with Broadcom India gigawatt datacenter buildout 🚀🚀🚀 #ai #OpenAI #Statsig #Broadcom #datacenter

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Ultra-low latency and reliable packet delivery are critical requirements for modern applications in sectors such as the financial services industry (FSI), cloud gaming, and media and entertainment (M&E). In these domains, microseconds of delay or a single dropped packet can have a significant impact—causing financial losses, degraded user experiences, or visible glitches in media streams. NVIDIA #Rivermax and NEIO Systems, Ltd joined technologies, bring low latency solution for FSI market. Great technical review by Simon Raviv you would like to learn more come see me at #IBC2025 https://lnkd.in/dEyvypVD #Fastsocket #Rivermax #FSI #Latency

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🚨 Fiber and Private Networks are scaling. Visibility isn’t. Too many Tier-2 ISPs and Private Network operators are flying blind. 💥 Observability = Faster Fixes + SLA Wins + Fewer Truck Rolls Without it? MTTR spikes, margins shrink, and trust erodes. It’s time to supercharge network intelligence—on steroids. 👇 Are your ISPs or Private Networks still reacting blind? #Observability #ISPs #PrivateNetworks #FiberOnSteroids #TridentX #NetworkVisibility #SLAReady #TelcoOps #NMS #SmartInfra

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Another AI data center acquisition. NIXXY (NASDAQ: NIXX), a technology company developing and providing AI-powered business services, today announced it has acquired the EDGE data center assets of Everythink Innovations Limited, (“EIL”), a telecom and edge infrastructure provider with existing operations in Fremont, CA, and Vancouver, Canada. This strategic acquisition accelerates Nixxy’s rollout of its AI data infrastructure layer and provides immediate revenue scale and infrastructure capacity aligned with communications, AI, and data monetization applications by securing its own facilities and its ability to host its AI applications. #AI #artificialintelligence #datacenter #datacenters #AIinfrastructure

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Live from AI Infra Summit 2025 — LightningAI is powering the future of GenAI inference. This morning, Pliops unveiled breakthrough demos showing how our GenAI-native memory stack delivers real-time performance across NVIDIA and AMD GPUs. From LLMs to RAG and vLLM, LightningAI is enabling hyperscalers and enterprises to scale with confidence. 🚀 What’s live at booth #726: • The Viking Enterprise Solutions LightningAI server — purpose-built for multi-GPU inference • Collaboration with Tensormesh to accelerate vLLM deployment (the team behind LMCache Lab) • Unified compute + memory for turnkey GenAI infrastructure Come see how LightningAI is transforming GenAI workloads—fast, efficient, and ready for scale.

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AI tools have started making waves in chip design, and it's exciting to see how they can enhance productivity. While large language models like Claude are proving beneficial in RTL coding and verification, there's a growing array of new tools emerging from both established EDA vendors and numerous startups. With the current talent crunch in the chip development space, the introduction of these innovative tools could be key to improving team efficiency without compromising quality. If you are utilizing any of these AI tools and have experienced significant productivity improvements, please share your insights. Looking forward to a lively discussion on this topic. Let's get it started.

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