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Jeff Pu
@sssjeffpu
Tech Enthusiast. 20 years tech equity research + industry.
加入 April 2025
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Good comments👍 From NVDA perspective, due to the limited area of compute tray, it is reasonable to chose 2-die instead of 4-die, as whatever the package is, a compute tray can only do 8 dies. As said, due to different design, MI550, assuming no further change, is expected to be 4-die
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