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Sunday, October 15, 2023 3:46:00 PM
The answer is: you don’t know. Unfortunately those are the questions that matter.
The answer is I do know but you have asked the wrong question and, therefore, I prefer to ignore an irrelevant question. It is very simple to know when Nvidia's next generation cycle begins. It is all over the web..... just google it. I knew the answer before you even asked the question which means you are not following the industry and you are not interested it taking the time to answer such a simple question. I ignored ti because it is not relevant to the cycle change needed in transceivers (EO modulators in transceivers) that need to go in data centres starting next year.
The data centre cycles are different than Nvidia's GPU cycles (related but different).
To put things in context......... Then entire data centres must be upgraded according to increasing demand.
It is not sensible to upgrade Nividia's GPU's if they cannot transmit the data fast enough.
So they must upgrade the transceivers being placed in the data centres before the Nividia GPU upgrades IMHO.
So let's start asking the right questions and stop asking questions that you hope cannot be answered.
Someone might say such questions make the person seem ........ ahhhhh .. disingenuous perhaps.
Yes Nividia will need us not after their next cycle starts but before.
L_R
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