Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
NFA DYOR, no paid promos; may trade/hold names disc, views my own.
가입 July 2025
197 팔로잉 중 1M 팬
From $AMD Advancing AI, channel checks:
Helios networking partners told me they expect AMD to pursue CPO for future generations of Helios scale up networking.
And expects other hyperscalers + industry to go down the CPO route.
One AI infra executive at a company involved in a hyperscaler CPO programs said they had seen no indication of CPO scale up supply chain delays.
Pushing back on recent 3rd party delay reports.
This was informal commentary, not official AMD or partner guidance.
더 보기
