> I am of the opinion that Nvidia's hit the wall with their current architecture
Not likely since TSMC has a new process with big gains.
> The story with Intel
Was that their fab couldn’t keep up not designs.
Not likely since TSMC has a new process with big gains.
> The story with Intel
Was that their fab couldn’t keep up not designs.
Instead, they couldn't get 10nm to work and launched one low-power SKU in 2018 that had almost half the die disabled, and stuck to 14nm from 2014-2021.