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  1. B

    NVDA - Prior to Q2 earnings rumors of a design issue emerged. Jenson refuted them on Q2 call. Why did he say the issue is now fixed on the 23rd?

    Last quarter we all read that there was a design flaw in Blackwell and most folks, a number of contributors here included, assumed it was with packaging. However, on the call Jenson clarified that there was a change to the mask and no functional changes necessary. Vivek Arya -- Analyst Thanks...
  2. B

    Is CoWoS-L the reason for the alleged Blackwell delay and is that as much of a problem for TSMC as it is for Nvidia?

    It seems the media have latched on to the notion that the Blackwell delay has all but been confirmed by Nvidia themselves. Analysts seem to quote timelines between 3 weeks and 3 quarters and technical experts (these forums no less) agree that there is a plausible explanation for the issues...
  3. B

    Nvidia's Jensen Huang states we are going through two fundamental changes in Compute - Do you agree?

    During last nights conference call for Q4 earnings Jensen stated that there were two fundamental changes in compute. Obviously one of those changes was Generative AI but his second pivotal change, according to Jensen, was that compute has now moved from General to Accelerated computing...
  4. B

    Is Nvidia in trouble

    Couple question for the community: #1 I'm sure many of you saw that the Biden Administration confirmed their expansion of export restrictions. https://www.reuters.com/technology/biden-cut-china-off-more-nvidia-chips-expand-curbs-more-countries-2023-10-17/ Given that NVDA worked around the...
  5. B

    TSMC to boost ties with Memory Vendors - Good news for MU? Good news or Intel?

    Digitimes reports that TSMC needs to up their game in packaging and is looking towards memory vendors as a...source of inspiration. https://www.digitimes.com/news/a20220601PD215.html?mod=2 I'm not sure I see this as any kind of event for NAND memory producers but I'm curious what the take is...
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