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splendorzhang · 9h ago

Really insightful breakdown. What caught my attention was the shift in SM configuration — it feels like Nvidia is trying to squeeze out more AI/ML performance per watt while keeping flexibility for traditional workloads.

I wonder how this architecture will scale beyond hyperscaler deployments. Are there any indicators that this design could trickle down to prosumer or even consumer GPUs in the near future?

Also curious if anyone has thoughts on how this compares to AMD's CDNA 4 roadmap in terms of compute density and interconnect strategy.

dlcarrier · 9h ago

If you told me that was an output of Tiff Zhang's Startup Generator (http://tiffzhang.com/startup/) I would have believed you.

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