NVDA 是 Meta AI 超级集群中的最大赢家，因为 GPU、NVLink 网络和 ConnectX 网卡均属 Nvidia 的领域；与 Meta 共同设计应能让 Nvidia 把所学应用到其他客户，使收益超出这一个建设项目。
逐段跳播
Meta 和 Nvidia 刚刚联手打造了目前最疯狂的 AI 超级集群之一。第一阶段已经完成，包含数十万块 Nvidia GPU。
Meta and Nvidia just teamed up to build one of the craziest AI supercluster out right now. The first phase is complete with hundreds of thousands of Nvidia GPUs.
分布式机器正是 Jensen 长期以来一直在谈论的东西。这些就是 Meta 正在使用、Nvidia 正在使用的网络解决方案类型，我很高兴看到现在有一些已经投入实际运行。
Distributed machines is what Jensen has actually been talking about for a long time. and these are the types of networking solutions that Meta is working with that Nvidia is working with and I'm glad to see some in action right now
显然，这类事情的大赢家是 Nvidia，对吧？GPU 域是 Nvidia Envy Link。网络接口卡通常是 Nvidia Connect Xnix，
Obviously, the big winner in something like this is Nvidia, right? The GPU domain is Nvidia Envy Link. Networker network interface cars typically are Nvidia Connect Xnix,
我们还看到机架功率在不断提升。GB300 的标称功率约为 135 千瓦。即将推出的、将采用其 San Miguel 平台的下一代平台是 Vera Rubin，其标称功率超过每机架 170 千瓦，并将采用全液冷计算托盘。
We also see the increasements of rack power. The GB300 is listed at roughly 135 kilowatts. The upcoming platform that is going to be using their San Miguel platform and it's going to be the Vera Rubin is listed above 170 kilowatts per rack and will use fully liquid cool compute trays.
至于 Nvidia，我认为这里显然的一大收获是，他们正与 Meta 共同设计，并试图从中学习，而无论他们从中学到什么，都能推广到其他客户。
Now for Nvidia, I think obviously the big win here is they're co-designing with Meta and and trying to learn from this and whatever they learn from this, they'll be able to push out into other customers as well.
这个频道对 $NVDA 的历次判断
Jose Najarro Stocks 在这只股票上共 18 条判断，这里只列相邻的几条。