The exabox is interesting. I wonder who the customer is; after watching the Vera Rubin launch, I cannot imagine deciding I wanted to compete with NVIDIA for hyperscale business right now. Maybe it’s aiming at a value-conscious buyer? Maybe it’s a sensible buy for a (relatively) cash-strapped ML startup; actually I just checked prices, and it looks like Vera Rubin costs half for a similar amount of GPU RAM. I’m certain that the interconnect will not be as good as NV’s.

I have no idea who would buy this. Maybe if you think Vera Rubin is three years out? But NV ships, man, they are shipping.