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Episode 111: Bigger Chips = Better AI? Nvidia's Blackwell vs. Cerebras Wafer Scale Engine
Nvidia's new Blackwell GPU is HUGE, literally! If you’re looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video, we explore the physics and economics behind AI chip design. We'll cover Nvidia's Blackwell packaging secrets, rival Cerebras Systems' wafer-scale chips, and the critical role of fab equipment makers in the race for AI system dominance. 👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience…
The skinny
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