Silicon Atlas
@Silicon_Atlas
Evidence-first AI semiconductor analysis: what new silicon claims prove, where bottlenecks move, and whether gains survive at system and economic scale.
Joined March 2021
139 Following 2.9K Followers
16 TB per GPU sounds like a NAND supercycle.
But even 3 million GPUs newly equipped at that capacity would buy only 2.7% of projected 2028 NAND demand.
My call: enterprise SSDs and NVIDIA's platform win first in 2027.
Full analysis on Substack:
Show more
