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  • #49911 Busterftw nagyúr Raymond #49907
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    Busterftw

    nagyúr

    válasz Raymond #49907 üzenetére

    Es ki is jon nagyjabol a valos piaci reszesedes: ~94.12% vs ~5.88%

    Plusz ugye az Nvidia - OpenAI dealnel Jensen tobb millio GPU-rol beszelt.

  • #49910 S_x96x_S addikt Raymond #49907
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    S_x96x_S

    addikt

    válasz Raymond #49907 üzenetére

    köszi,

    lényegében az Oracle-es csak egy pici 0.2 Gigawatt-os ( 200 megawatts. ) üzlet és a 6 gigawattos-hoz képest eltörpül.
    ( a nextplatorm szerint annyira pici, hogy várhatóan nem is kapott az Oracle kedvezményt. )

    ( Nextplatform )
    "
    ...
    The Helios rack holds 72 GPUs as well as an unknown number of future “Venice” Epyc processors and what we think will be a large number of “Vulcano” Pensando DPUs. We would not be surprised to see four GPU sockets for every one CPU socket in the design, but those details have not been provided. This is a ratio we have seen in HPC sites in the past, although when you dug down into the details, there was one CPU compute chisplet for every GPU compute chiplet, and we look forward to counting chiplets in the future to see how it all plays out.

    What AMD has told us is that a Helios rack will deliver 1.45 exaflops at FP8 precision and 2.9 exaflops at FP4 precision, with 31 TB of aggregate HBM4 memory with 1.4 PB/sec of aggregate bandwidth. Oracle says that each GPU in the rack can be equipped with up to three Vulcano DPUs, each with 800 Gb/sec of bandwidth. AMD will be using UALink over Ethernet (UALoE) to interconnect and share GPU memories across the cluster, which is essentially running Infinity Fabric over Ethernet. It is hard to say whose Ethernet ASICs might be used, but it won’t be Nvidia’s and it might not be Broadcom’s, so that leaves Cisco Systems’ or Marvell’s. Or, maybe using Pensando DPUs as switches and not going outside the AMD walls at all.

    Under the terms of the deal, which was not announced, Oracle will start with 50,000 Altair GPU sockets deployed in the third quarter of 2026 and expand from there in 2027 and beyond. If you do the math, 700 racks is 50,400 GPU sockets, and that is probably what the deal is for. Our best guess – and it is an informed but somewhat wild guess – that those 700 racks will cost somewhere around $3.5 billion to $4 billion, all-in counting storage and networks. Given the dearth of GPUs and demand that is many multiples of supply, we do not think Oracle is getting any discount at all on GPUs and very little on the top-end CPUs and DPUs we presume the company will use in these racks.

    Oracle and AMD have said that the 50,000 GPU socket machine will consume about 200 megawatts.

    ...
    """
    https://www.nextplatform.com/2025/10/14/oracle-first-in-line-for-amd-altair-mi450-gpus-helios-racks/

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