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Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)
SysMoore

Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)

Summary * In Part 2 of the SysMoore series we compare the different approaches to chip-level packaging between Intel and AMD. * We also discuss PCBs, as scaling at the chip level reaches physical limits, PCBs are becoming essential for enabling high-speed, high-density connections necessary for advanced AI and data center workloads. * Additionally we consider what's happening to scale compute at the server/rack level, outlining how Nvidia plans to implement its upcoming GB200 architecture wi
12 min read 04 Nov 2024
Convequity MSU: NVIDIA - Dec 2023
NVDA
18 min read 06 Dec 2023

Convequity MSU: NVIDIA - Dec 2023

Summary * We kick-off the application of the Convequity MSU framework on NVDA. * We provide a very brief 12-point summary of our MSU framework application followed by detailed insights about NVDA, the AI chip landscape, and its competitors. * As this is a new type of report, there will be

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