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
The moat is moving outward from the accelerator. If NVIDIA’s reported d-Matrix investment closes, startups can compete on compute while NVIDIA owns the scale-up fabric around them.
NVHBM extends the same strategy into memory. NVIDIA may not need to win every accelerator socket if competing chips still expand its rack-level control.
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The “NVIDIA killer” business is turning into the NVIDIA partner program.
The Information reports NVIDIA plans to invest in d-Matrix, which is already joining NVLink Fusion. Compete on the accelerator, plug into Jensen’s infrastructure.
That’s the beauty of owning the platform. Even rival chips can expand your footprint.
All roads lead to NVIDIA. $NVDA
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