16-Card Tray: FuriosaAI's Gamble or an Inevitability in the AI Chip Market?

Push open the glass door on the 17th floor of an office building in Gangnam District, Seoul. Inside FuriosaAI's testing lab, three prototype machines are humming at low frequency simultaneously. Engineers stare at signals jumping on oscilloscopes, muttering about "interconnect latency" and "bandwidth utilization." On a whiteboard in the corner, scrawled hastily, are the words "16-card tray—co-developed with Supermicro," surrounded by arrows and numbers. That was a month ago. Now, a report by Korean media outlet THE ELEC confirms they are exploring this "crazy" idea: stuffing 16 XPUs into a single server tray, directly challenging NVIDIA's HGX rack system.