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.
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.