Newage: NVIDIA's competition will further grow up.
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A solid alternative to Nvidia is AMD which is in second place to Nvidia for GPUs.
Current data transfer between GPUs: Nvidia uses its NVlink. AMD uses its Infinity Fabric.
Celestial AI is working with Samsung to design light-enabled memory drives for AI applications. ç Zacks Report November 28th, 2023:
Both AMD and Samsung are investors in CAI.
The main partnerships for utilizing CAI’s tech should be AMD and Samsung (HBM) versus NVDA and SK Hynix (HBM).