Wega Chu

Nov 20, 2024 | semianalysis.com | Dylan Patel |Wega Chu |Myron Xie |Chaolien Tseng

Nvidia’s GB200 brings significant advances in performance via superior hardware architecture, but the deployment complexities rise dramatically. While on the face of it, Nvidia has released a standard rack that people will just install in their datacenters without much trouble, plug-and-play style, the reality is there are dozens of different deployment variants with tradeoffs and a significant complexity increase generation on generation.

Nov 20, 2024 | semianalysis.com | Dylan Patel |Daniel Nishball |Myron Xie |Wega Chu

Nvidia’s Blackwell family is encountering major issues in reaching high volume production. This setback has impacted their production targets for Q3/Q4 2024 as well as the first half of next year. This affects Nvidia’s volume and revenue, as we detailed in the Accelerator Model on July 22nd. In short Nvidia’s Hopper is extended in lifespan and shipments to make up for a chunk of the delays.

Nov 20, 2024 | semianalysis.com | Dylan Patel |Jeff Koch |Wega Chu |Tanj Bennett

The world increasingly questions the death of Moore’s Law, but the tragedy is that it already died over a decade ago with 0 fanfare or headlines. The focus is generally on logic, but Moore’s Law always also applied to DRAM. DRAM doesn’t scale anymore. In the glory days, memory bit density doubled every 18 months – outpacing even logic. That translates to just over 100x density increase every decade. But in this last decade, scaling has slowed so much that density has increased just 2x.