Nvidia's Reliance on Cheap Silicon Is a Major Problem

It's less than 1% chance at something failing at the package level so and it might even be less than 0.1%. I don't think it's a massive problem but certainly point of effect you certainly has more of a problem than anything else does. AMD have been doing this now for three four years they're already thinking about what the next stage of like chiplet packaging is. You almost never see like Rome's never see something come in and like completely overtake me incumbent Nvidia there by the way.

Play episode from 01:58:31

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app