← Compute
Critical node· Compute · Critical anchor
InfiniBand / NVLink, Nvidia-Mellanox
Yokneam, Israel32.66°N 35.11°E
computed criticality18/100
reading
≈80% of datacenter switches; ≈85–90% of AI clusters
2024Fault line
Interconnecting thousands of GPUs into a single training machine almost always runs through InfiniBand, inherited from Nvidia's acquisition of Mellanox. Up to ≈90% of AI clusters. Ethernet is regaining ground, but the network, like the compute, remains largely locked by a single supplier, from chip to switch to cable.
Actors
Nvidia / Mellanox (Yokneam / Santa Clara)
Feeds 1
AI data centers, the bottleneck migratesSilicon↗Sources