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.
가입 March 2021
139 팔로잉 중 2.9K 팬
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:
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