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.