Nvidia’s chips aren’t usually on the latest nodes.
Not yet. The primary reason is because most AI chips are full reticle sized which means the first year yields likely won't be very cost effective. It takes a new node a few years to fully mature in terms of yield. Little iPhone A series and server CPU chiplets are perfect for new nodes.
That said, Nvidia will certainly try to move smaller and lower volume chips in future generations to the most cutting edge node such as their CPUs, networking chips. Vera Rubin has 7 unique chips. They don't need be all on the same node, and they're not.
AMD is taking up much of the N2 supply with their Epyc CPUs this year. There is no doubt in my mind that Nvidia, ARM, Graviton will try to book as much of the most cutting edge node as possible for their future enterprise CPUs given that AMD has done it for N2. I can see enterprise CPUs becoming equal launch partners to TSMC nodes as Apple. Agentic AI is going to cause a huge demand increase in CPUs.
Agreed on all counts. Apple’s hedge with Intel makes a ton of sense, especially if they continue to pay a premium for first dibs on a significant chunk of TSMC’s newest nodes.
So far Apple has been aggressive about stopping production of older processors, but as we see with MacBook Neo, even the lowest chips are increasingly overpowered for many users.
I expect even if Intel can’t match TSMC’s latest, they’ll be able to produce one or two generations behind at low cost and high volume. (I worked at Intel for 5 years or so, that phrase would have gotten me fired back then)
Certainly an aspect; would you rather negotiate with a supplier who has more power, or less power?
But it’s likely not a one-dimensional decision. Supply chain diversification, China / Taiwan, Intel having established US fabs, on and on. Seems like a wise decision in every way.
It’s a fair point, but there is a significant difference between investment in infrastructure and education versus just supporting states that are intentionally degrading their infrastructure and education.
Upwards spiral versus downwards. Money pours in for both cases, but only one is really an investment.
Yep. Thank God we fund school IT so generously, so everyone from Harvard to small state colleges has an absolute top notch IT department, dedicated to best practices, fully resourced to do BC/DR planning and dry runs. This could be a real catastrophe if any schools were under-resourced.
This administration literally told congress that it has a right to bomb Iran again without congressional oversight specifically because there's a cease fire in place. I wish I was kidding. https://www.bbc.com/news/articles/c4g4xexy4w7o
>A product like Chrome probably has 10,000-ish features, maybe more.
It doesn't have 10,000-ish features that take 4GB of space.
Chrome doesn't take 40TB on my hard drive.
The machine I'm typing it on has 10GB free right now, and that was after I cleaned it up. I noticed the hard drive filling up when I was doing nothing, but I didn't suspect Chrome of all tihngs.
I don’t think Nvidia even has an N2 chip announced, could be wrong through.
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