Year over year gains in computing continue to slow. I think we keep forgetting that when talking about these things as assets. The thing controlling their value is the supply which is tightly controlled like diamonds.
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?
TSMC was way ahead of anyone else introducing 5nm. There's a long lead time porting a chip to a new process from a different manufacturer.
> 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?
NVidia do this. You can get older GPUs, but more performance is better for performance sensitive applications like training or running LLMs.
Higher performance needs better manufacturing processes.
This isn't true in the AI chip space (yet). And so much of this isn't just about compute but about the memory.
Chiplets have slowed the slowdown in AI, but you can see in the gaming space how much things have slowed to get an idea of what is coming for enterprise.