SemiAnalysis(@SemiAnalysis_):IMPORTANT: it is important to understand that the CoreWeave & Microsoft photos are still Engineering/Quality Samples, and there is still some time before the software stack bring-up finishes & first production tokens are generated. The VR200 & MI455 rack metric to watch out for is time to first at-scale production token TTF-(ASP)-T. You can clearly see in the CW rack photos that none of the scale-out 800G OSFP cages are even populated.

2026.06.03 01:00

IMPORTANT: it is important to understand that the CoreWeave & Microsoft photos are still Engineering/Quality Samples, and there is still some time before the software stack bring-up finishes & first production tokens are generated. The VR200 & MI455 rack metric to watch out for is time to first at-scale production token TTF-(ASP)-T. You can clearly see in the CW rack photos that none of the scale-out 800G OSFP cages are even populated.