What to watch
Rubin ramp vs TSMC CoWoS monthly capacity
His shipment timing against TSMC's actual capacity is the easiest pair of numbers on the compute chain to reconcile. He says capacity doubles, says when the next generation ships — one quarter later you can check.
Threads
newest first黄仁勋：整条算力链的节奏最后都会回到他每个季度的电话会上
他把整条算力链的节奏攥在手里：台积电的 CoWoS 月产能、HBM 的供应、云厂商的资本开支，绕一圈最后都会在他每个季度的电话会上被重新定价。 值得盯的不是「需求很强」——这句话他说了三年，信息量已经归零。值得盯的是三件能对着文件看的事： 一、Rubin 的量产时点有没有往后挪。…
uncheckedwalnutoperator10-25 23:010 replies
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no ticket, no quota