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Ahwei's supply-chain research

Every note cites its sources, product and variant, then syncs to Supabase and is chunked for the AI agent to quote.

All#6442#ai-networking#amd#broadcom#cooling#cowos#cpo#google#hbm4#helios#kuangsheng#leo#mediatek#meta#mi400#mi455x#nvidia#nvl576#openai#optics#overview#rack-scale#rubin#satellite#silicon-photonics#spacex#starlink#supply-chain#taiwan#taiwan-supplier#tpu
NVIDIA Vera Rubin — 平台與三條 SKU 線
2026-05-13

Rubin 世代分成 NVL72(主力液冷)、NVL144 CPX(雙倍 GPU 密度)、NVL576 Ultra(CPO 機架),三個 variant 各自鎖定不同客戶與時間點。

NVIDIA Vera Rubin#rubin#overview#nvidia