How long can Nvidia stay monolithic?

Is Nvidia losing the chiplet race? AMD & Intel are already building complex chiplet GPUs while Nvidia seems to be stuck with monolithic designs. Let’s take a closer look!

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0:00 Intro
1:24 Nvidia Chiplet R&D
3:48 Gaming vs HPC/AI GPUs
7:05 Process Node Implications / TSMC N3E
9:24 High-NA EU Implications
10:50 Energy & Space Efficiency
11:50 Competition from AMD & Intel
12:44 Conclusion

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