this post was submitted on 14 Nov 2023
1 points (100.0% liked)

Hardware

48 readers
5 users here now

A place for quality hardware news, reviews, and intelligent discussion.

founded 1 year ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
[–] [email protected] 1 points 1 year ago

the interesting thing imo is the implications for CoWoS stacking capacity. everyone knows it's supposed to be ramping, apparently it is enough that they can target sub-$200 x3d chips now.

AMD also might well see this as a strategic move to tie up that capacity so NVIDIA can't use it. like even if you make shit margins on the chip itself... you're denying your competitor the sale of a $100k H100. Meanwhile AMD and several other competitors are racing along on their own offerings and ecosystems.