How long can Nvidia stay monolithic?

High Yield August 8, 2023
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High Yield

@highyield

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Analysis, commentary and current developments in hardware and tech. Everything silicon.

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Is Nvidia losing the chiplet race? AMD & Intel are already building complex chiplet GPUs while Nvidia seems to be stuck with monolithic designs. Let's take a closer look! Support me on Patreon: https://www.patreon.com/user?u=46978634 Follow me on Twitter: https://twitter.com/highyieldYT 0:00 Intro 1:24 Nvidia Chiplet R&D 3:48 Gaming vs HPC/AI GPUs 7:05 Process Node Implications / TSMC N3E 9:24 High-NA EU Implications 10:50 Energy & Space Efficiency 11:50 Competition from AMD & Intel 12:44 Conclusion

Up Your GPU Game

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