The exabox is interesting. I wonder who the customer is; after watching the Vera Rubin launch, I cannot imagine deciding I wanted to compete with NVIDIA for hyperscale business right now. Maybe it’s aiming at a value-conscious buyer? Maybe it’s a sensible buy for a (relatively) cash-strapped ML startup; actually I just checked prices, and it looks like Vera Rubin costs half for a similar amount of GPU RAM. I’m certain that the interconnect will not be as good as NV’s.

I have no idea who would buy this. Maybe if you think Vera Rubin is three years out? But NV ships, man, they are shipping.

Sometimes you can compete with the big boys simply because they built their infra 5+ years ago and it’s not economically viable for them to upgrade yet, because it’s a multi-billion dollar process for them. They can run a deficit to run you out of the business, but if you’re taking less than 0.01% of their business, I doubt they’d give a crap.

> The exabox is interesting.

Can it run Crysis?