… It's also important to note that the H200 capacity is being integrated into the supply chain at a time when NVIDIA is focused on Blackwell Ultra and Vera Rubin. For suppliers like TSMC, catering to Hopper demand is a significant concern , as it requires ramping up production of nodes like 4nm. …
… This pursuit is driven by two key bottlenecks: the first is that the entire AI supply chain currently depends on the Taiwan giant for front-end and back-end needs, which creates a 'single point of failure' in case geopolitical rivalry between China and Taiwan heats up. …
… Related Story AMD’s EPYC Venice Becomes Industry’s First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership https://twitter.com/FPiednoel/status/1199414370855350272 As we know from previous reports , Intel's 9th Gen Core lineup isn't doing well in major markets so Intel's … …