
Optics would have added another 20 kilowatts
The age-old union of smoke and mirrors?
AMD officially entered the co-packaged optics race with the acquisition of photonic chip startup Enosemi, announced this week. The House of Zen aims to integrate the technology into its next-gen rack-scale systems to better compete with rival Nvidia in the AI arena. Co-packaged optics offer a number of benefits over copper …
Yeah, that was a flabbergasting figure for this 120 kW NVL72 beast with its 2 miles of copper wiring. And not going with CPO there may be why Cerebras beat its maverick Llamas a couple days ago.
So, it's good that Nvidia finally saw the optics light with CPO's "almost 3.5x" improvement in power efficiency ...
And super that AMD is getting serious about it with this here purchase of Enosemi, where the scaling provided by CPO is likely the only viable pathway to the Zettascale, imho, the one scale that really matters!