The Boardfly interconnect topology and Virgo datacenter network make the forthcoming Google TPU 8 AI accelerators do a lot more work that prior TPUs. $GOOG$NVDAnextplatform.com/connect/202…
AI compute and networking plus HBM controllers will soon drive a third of TSMC’s revenues. And it won’t be long before it is half. $TSMnextplatform.com/compute/202…