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Drawn from what Dylan Patel said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
and even if you take a generous interpretation of 128 * 8 gig transfers, you're at 128 gigabytes a second for the same shoreline versus 2 and a half terabytes a second. There's a there's an order of magnitude difference in bandwidth per edge area.
Where this was said
Watch from 1:22:09 plays here↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com
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