The Cloud Crowd
R U DIMM
WHO'S PROCESSING NOW?
DRIVE ME CRAZY!
GPU GOTTA BE KIDDIN ME
100
What does CSP stand for?
Cloud Service Provider
100
Name 4 RDIMM capacities that we sell.
8, 16, 32, 64, 96, 128 & 256 GB
100
Who are the 2 main CPU Manufacturers?
AMD & Intel
100
What does SSD & HDD stand for?
Solid State Drive & Hard Disk Drive
100
The manufacturer produces the H200, Blackwell B300 and RTX PRO 6000 GPUs
NVIDIA
200
We have seen a heightened need for Networking products from CSPs & Neo Clouds alike, name 3 products that are considered Networking Products.
Transceivers, Switches, NICs (Network Interface Cards), RAID (Redundant Array of Independent Disks) Cards, Cables, Routers & Gateways.
200
Who are the big 3 Memory Manufacturers?
Samsung, Micron & Hynix
200
Since the inception of CPUs, one company held the vast majority of market share (80%-90%) through the 1980s. Following that, this competitor started to slowly chipping away at their competitor leading to around a 30-35% market share on the commodity today.
AMD (Advanced Micro Devices)
200
What capacity SSDs should we be offering Quantitative Trading Firms?
61TB & 122TB
200
These networking product families, abbreviated CX6 and CX7, are used for high-speed networking in servers and AI (looking for the full name)
ConnectX-6 and ConnectX-7
300
These emerging providers differentiate themselves from traditional hyperscalers by building GPU-heavy infrastructure to meet surging AI compute demand.
Neo Clouds
300
Who is Fusion's Global Commodity Manager for Memory?
Benjamin Yew
300
Who is Fusion's Global Commodity Manager for CPUs?
Sia Zhang
300
Who is Fusion's Global Commodity Manager for Storage?
Louise Liu
300
These two factors are driving customers to adopt 3rd party optical transceivers instead of Nvidia
long lead times and premium pricing
400
NVIDIA Blackwell systems like the GB200 and GB300 are being deployed today, this next-generation NVIDIA platform is expected to follow.
Vera Rubin platform
400
More customers are preferring these 2 capacities for projects as everything else has reached the point of being too expensive.
32GB & 64GB
400
These 2 raw materials are adding to constraints on CPUs.
ABF Substrate & T Glass
400
These two types of memory are facing supply constraints, with shortages in the first limiting the ability of some suppliers to meet enterprise SSD demand for the second.
DRAM & NAND
400
This professional GPU family is on allocation with lead times exceeding 30 weeks and US distributor backlog exceeding 20,000 units
RTX PRO 6000
500
While typical forecasts for AMD CPUs from CSP providers rise 20%–30% in a given year, these providers have seen forecasts jump what percentage in 2027?
80%-90%
500
Per Andrew's RDIMM Pricing update from yesterday, what is the average cost of a 64GB DDR5 5600 speed RDIMM currently?
$3,533 (we will accept any answer between $3250-$3750)
500
Most distributor reports point to AMD price increases in Q1 2027 to be...
8%-20%
500
High capacity SSD lead times for 30TB and 61.44TB now run...
26 to 36 weeks
500
Lead times for NVIDIA's H200 GPU has reached this many weeks or more as of October 2026
40 Weeks