Mark Pesce on Nostr: Geeky but super interesting - tl;dr Nvidia has pushed to the frontier of silicon ...

Geeky but super interesting - tl;dr Nvidia has pushed to the frontier of silicon technology - and it's not going as well as hoped, so shipments are being pushed back (which may explain some of the market carnage tbqh)

https://www.semianalysis.com/p/nvidias-blackwell-reworked-shipment