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Another example of Meta's overengineering obsession is GB200 NVL72 Ariel, which caused massive infrastructure issues with its cross-rack NVLink ACC cables due to signal integrity problems, as Meta was obsessed with having the Grace CPU at a 1:1 ratio with the GPU. This decision was not the correct path, as shown by Meta going back to a standard Oberon design for GB300 and VR200 NVL72. 5/7🧵
Another issue that Meta's custom half-size package design will cause is that it will be harder for Zuck to rent them out, following his strategy of copying @elonmusk's neocloud strategy. 6/7🧵
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