Or it could, just as soon as they figure out how to make the networking work
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Habana's next-gen accelerator, Gaudi3, looks promising, but it won't just have to outperform the H100 and AMD's MI300-series parts, but contend with the impending launch of Nvidia's B100 accelerators as well. For the moment Nvidia's fastest switches top out at 25.6Tbps for Infiniband and 51.2Tbps for Ethernet. That bandwidth is divided up amongst a bunch of 200-400Gbps ports. However, under this new release cadence, Nvidia aims to push port speeds to 800Gbps in 2024 and 1,600Gbps in 2025.
We already know that Intel's next-gen Xeons won't support PCIe 6.0 when they launch in 2024, and we just don't know enough about AMD's upcoming Turin Epycs to say whether they will or not. Though AMD has, over the past few generations, led Intel on the roll out of new PCIe standards. The other option is to bypass the PCIe bus. As Patel points out, Nvidia doesn't actually need PCIe 6.0 or PCIe 7.0 levels of bandwidth between the GPU and CPU, just between the NIC and GPU. So instead, he expects Nvidia will largely bypass the CPU as a bottleneck.
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