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AWS opts for simplicity: can modular, plug-and-play networking deliver?
In our recent networking series, Dolphin Research reviewed 2D fat-tree switched fabrics. These are exemplified by Nvidia and AMD, while Google represents 3D torus direct-connect topologies.
$NVIDIA(NVDA.US) sets the industry benchmark. It develops the full stack in-house across hardware, protocols, and software, with tight HW/SW co-design delivering best-in-class performance. Its road map iterates quickly and in large leaps, prompting rapid shifts in supply-chain dynamics.$AMD(AMD.US) follows Nvidia but competes a generation behind. Helios largely copies the GB300 NVL72 networking architecture...Deep ResearchAmazon