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Discussion 2026-09-17 · 07:28 ET
Does CPO kill M8/M9 CCL upgrades — or is that scale-out/scale-up confusion?
Market rumor: CPO cuts ultralow-loss CCL demand. Jeff Pu says upgrade stays — CPO not on compute board soon; NVSwitch still needs high-spec PTFE CCL.
top-replies NVIDIA
Discussion 2026-09-14 · 08:36 ET
Is datacenter HBM stuck above 4-Hi, or is shorter stack the inference optimum?
jukan05 cites TrendForce that 4-Hi HBM is not enough and doubts suppliers would make it anyway; Jeff Pu concurs that datacenter de-spec to 4-Hi is unlikely. SemiAnalysis the same day argues 4-Hi maximizes tokens per HBM wafer for inference — a live supply-vs-architecture split.
top-replies NVIDIA · TrendForce · SemiAnalysis
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Does CPO kill M8/M9 CCL upgrades — or is that scale-out/scale-up confusion?
Market rumor: CPO cuts ultralow-loss CCL demand. Jeff Pu says upgrade stays — CPO not on compute board soon; NVSwitch still needs high-spec PTFE CCL.
Thu, 17 Sept 2026 · 07:28 ET Discussion top-replies
Is datacenter HBM stuck above 4-Hi, or is shorter stack the inference optimum?
jukan05 cites TrendForce that 4-Hi HBM is not enough and doubts suppliers would make it anyway; Jeff Pu concurs that datacenter de-spec to 4-Hi is unlikely. SemiAnalysis the same day argues 4-Hi maximizes tokens per HBM wafer for inference — a live supply-vs-architecture split.
Mon, 14 Sept 2026 · 08:36 ET Discussion top-replies