TSMC's manufacturing capacity rules everything around me.
“But the demand for AI chips is so high that “almost as good as Nvidia but still worse” has become a multi-billion dollar value proposition”
So true Zach. Also, this remains my favorite Substack publication!
Why do you doubt the publicly stated purpose? "Very fast Codex coming!" (https://x.com/sama/status/2012243893744443706)
Doesn't D-Matrix stack compute over DRAM (not SRAM)?
d-Matrix's current chip, Corsair, is based on SRAM. They're currently developing logic-on-DRAM chips, but those aren't part of their commercial offering (yet!).
“But the demand for AI chips is so high that “almost as good as Nvidia but still worse” has become a multi-billion dollar value proposition”
So true Zach. Also, this remains my favorite Substack publication!
Why do you doubt the publicly stated purpose? "Very fast Codex coming!" (https://x.com/sama/status/2012243893744443706)
Doesn't D-Matrix stack compute over DRAM (not SRAM)?
d-Matrix's current chip, Corsair, is based on SRAM. They're currently developing logic-on-DRAM chips, but those aren't part of their commercial offering (yet!).