""For everyone who is in our ecosystem, we need a lot more capacity. We need a lot more capacity for copper; we need a lot more capacity for optics; we need a lot more capacity for CPO; and that's why we've been working with all of you to lay the foundation for this level of growth.""
""Copper is the best connectivity, if you can use it. It's very cost effective, very cheap, and consumes zero power. It's very reliable. There are no active components.""
Nvidia aims to revolutionize GPU systems by integrating over a thousand GPUs into one system by 2028, utilizing photonic interconnects. The company has invested billions in optics and interconnect firms to enhance supply chains. CEO Jensen Huang emphasized the need for increased capacity in copper and optics to support growth. Nvidia's journey began before the AI boom, recognizing the need for larger systems to train AI models. The Grace Blackwell NVL72, unveiled in 2024, exemplifies this evolution with its 36 nodes and 72 GPUs functioning as a single AI accelerator.
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