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![CMDarnton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1936166431378300928.png) Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 5401 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


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947680068702253477/c:line.svg)

**Related Topics**
[advanced micro devices](/topic/advanced-micro-devices)
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