Robotics_insights

What is true on Npu?

On this layer
Auras1AWS1LimX Dynamics1Meta1Ports connecting NPUs within the rack.1Ports connecting to the network of switches.1Rockchip1TRON 21ZiNovaLabs1
Who captures
Auras1Rockchip1ZiNovaLabs1@SemiAnalysis_1
Sourced numbers
Ports connecting NPUs within the rack.7 unitsSeven ports are used to connect other NPUs on the same tray over flyover cables.@SemiAnalysis_ on X
Ports connecting to the network of switches.4 unitsThis leaves the remaining 4 ports to connect to a network of low-radix-switches in the backplane for further intra-rack connectivity.@SemiAnalysis_ on X
Event / capture
11:36 PM ETAuras
@ricci_nov on X

Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and Meta. The thermal supply chain is re-anchoring on custom silicon. https://t.co/AS7HF1s97k

4:47 AM ETRORockchip
@seeedstudio on X

🔥🔥NEW Launch: reComputer RK3576 Dev Kit/Module/IO Board is Officially HERE!!!! Level up your edge AI development with Rockchip #RK3576 today! 🎉 🧩🧩Dev Kit / Module / IO Board: https://t.co/xQVIT62cbw Powered by #Rockchip #RK3576 octa-core #CPU + 6 TOPS #NPU, this series delivers reliable, low-latency on-device AI inference without cloud dependency, fully empowering industrial edge intelligence, smart vision, local #LLM/#VLM, and offline speech AI applications. 💻🤖 ✅ Powerful Edge AI Performance -YOLO11 at 77.9FPS (640×640) -DeepSeek/Qwen/Whisper -8K video decoding and 4K@60fps encoding…

10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X

Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…

5:01 PM ET@SemiAnalysis_
@SemiAnalysis_ on X

Seven ports are used to connect other NPUs on the same tray over flyover cables. Seven ports connect across trays in the intra-rack 2D mesh over the backplane allowing each NPU0 to connect to all the other corresponding NPU0 within the rack. This leaves the remaining 4 ports to connect to a network of low-radix-switches in the backplane for further intra-rack connectivity. (2/4)