- Essays··9 min read
China's exascale push against GPUs · what LineShine's interconnect says about post-NVLink fragmentation
LineShine, which debuted atop the June 2026 TOP500, is the first system to exceed two exaflops of sustained double-precision performance without GPU accelerators. It was built under US export controls from indigenous Arm processors, on-package HBM, and a custom fat-tree fabric called LingQi. The ranking is the least of it: China has closed the interconnect gap that sovereign exascale programmes could not paper over, and the scale-up fabric market is now genuinely fragmented.
supercomputinginterconnectai-infrastructurechina-techRead - Essays··7 min read
Copper ran out of road, and nvidia just bought the on-ramp to what's next
Two press releases, forty-eight hours apart, told you more about the next decade of AI infrastructure than any keynote. Copper ran out of road, and NVIDIA just bought the on-ramp to what comes next.
ai-infrastructureco-packaged-opticsnvlink-fusioninterconnectRead