6 Comments
Sep 2Liked by Daud's Scout

Any ideas on why blue field might be canceled?

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I think it is too expensive. Heard it costs over $2K per card. Many hyperscalers make their own smart-NIC. A good place to customize it seems.

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Nvidia is scrambling for sw vendors to write code for it

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I.e. they lack use cases

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TY for the writeup!!

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Broadcom hybrid bonding is die on die no? That’s how I read it

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