Wells Fargo says Nvidia 'so much more than GPUs' after next-gen chip announcement
)'s latest announcements at Computex in Taiwan have further proved that the chipmaker is “so much more than GPUs,” Wells Fargo analysts highlighted in a Sunday note.
Wells Fargo analysts believe the Spectrum-X Ethernet platform is particularly noteworthy for its ability to support 512 radix scaling by 2025 with the Spectrum-X800 Ultra and 102.4T silicon, which will scale up to millions of GPUs by 2026 with the Spectrum-X1600.Meanwhile, the newly-revealed Rubin platform, expected in 2026, will include cutting-edge components such as the NVLink v6 switch, Vera CPUs, and the CX9 SuperNIC.
“CUDA has now reached a virtuous cycle; underpinned by a +5 million developer ecosystem spanning across almost every industry,” analysts added.
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