Sep. 15 at 11:44 PM
$SIMO More crazy news from the Piper conference today. SIMO had Boot Drives in about 20-30% of Blackwell but will now have boot drives in 100% of Rubin. I guess we know now why revenue keeps increasing 30% sequentially QoQ.
$NVDA
Tom Sepenzis head of IR:
"Yeah. They're switching from Blackwell to Rubin now. In the Blackwell and BlueField-3, we have the dedicated BlueField-3 DPU, so we have boot drives in there. BlueField-3 was an option. You could buy it. You didn't have to. The attach rate was nowhere near even 50%. It was closer to probably 20% or 30%. In Rubin, BlueField-4 is integrated. You have to buy it, so it's 100% attached. The units are going up significantly, just from that. We also now have content or boot drives in some of their switches, like NVLink and Ethernet switches. From a unit perspective, we're going to see a market increase."
