bubble boi
I hope this isn’t why markets are selling off today….
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The post discusses a theoretical chip architecture using TSMC N6 nodes and LPDDR6 memory as a cost-effective alternative to high-end AI hardware. This design claims to match the aggregate bandwidth of Nvidia's B200 and GB200 NVL72 systems while offering 20% better power efficiency and significantly higher memory capacity. The author suggests this approach could disrupt the market by bypassing the need for expensive HBM, CoWoS packaging, and leading-edge nodes like N3.

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head of risk @thru_xyz.