DISCUSSING BLACKWELL'S DRAWBACKS AND DISSECTING ITS ARCHITECTURE

Summary from the TLDR AI newsletter

Nvidia's greatest moat lies in having handled a lot of the 'dirty work' cleanly within its entire architecture and combining full-stack capabilities from algorithms to systems to chips. It also had excellent timing in bringing architectures to market and great marketing execution. However, every architecture has its trade-offs and shortcomings. This post looks at some of the issues within Nvidia's products and discusses potential evolutionary directions.