David Rosenthal: belief

Transcript context

…The question is, does that actually matter? There are so many people that are using A100s right now. In fact, most workloads can be run on A100s, unless you’re doing model training of GPT-4. I just don’t know that it actually matters that much or as much as other factors. I’ll give you an example. AMD does have 3D packaging on one of their latest GPUs. It’s a more sophisticated way of doing real copper to real copper, direct connection without a silicon interposer. I’m getting into a little bit of the details, but basically it’s more sophisticated than the process that the H100 2.5D is using to make sure that memory is extremely close to compute. Does that matter? Not really. What matters is everything else that we’ve been talking about. Nobody’s going to make a purchase decision on this thing because it’s a little bit of a better mousetrap. Thinking about this more, I think actually brand is a really important power for Nvidia right now. In a strength-leads-to-strength way. You can see why they’re trying to seize this moment.…

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