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Christian Darnton @CMDarnton on x 5650 followers
Created: 2025-07-22 15:28:09 UTC
XX. To Serve Infinite Demand, You Need Marginal Cost Scaling
NVIDIA’s monolithic dies don’t scale efficiently. If one piece of a 900mm² die fails, throw it all out.
AMD? Chiplets.
• Smaller dies • Higher yields • Modular updates • Cost scales linearly, not exponentially
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