In my experience CPU/GPU power is used up as much as possible. Increased efficiency just leads to more demand.
Isn't it because we insist on only using the latest nodes from a single company for manufacture?
I don't understand why we can't use older process nodes to boost overall GPU making capacity.
Can't we have tiers of GPU availability?
Why is Nvidia not diversifying aggressively to Samsung and Intel no matter the process node.
Can someone explain?
I've heard packaging is also a concern, but can't you get Intel to figure that out with a large enough commitment?
This isn't true in the AI chip space (yet). And so much of this isn't just about compute but about the memory.
Are they actually, though? Presently yes, but are they actually driving ROI? Or just an asset nobody really is meaningfully utilizing, but helps juice the stocks?
Isn't it because NVIDIA insists on only using the latest nodes from a single company (TSMC) for manufacture?
I don't understand why we can't use older process nodes to boost overall GPU making capacity.
Can't we have tiers of GPU availability some on cutting edge nodes, others built on older Intel and Samsung nodes?
Why is Nvidia not diversifying aggressively to Samsung and Intel no matter the process node.
Can someone explain?
I've heard packaging is also a concern, but can't you get Intel to figure that out with a large enough commitment?
(Also, I know NVIDIA has some capacity on Samsung. But why not go all out, even using Global Foundries?)
But, I'm not going to value an operating construction company based on how many shovels or excavators they own. I'm going to want to see them putting those assets to productive use.
Otherwise you better keep them humming trying to find a business model because they certainly aren't getting any newer as chips
