Nice work, Dylan

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You miss the elephant in the room afaict.

The top die (their key AI warrior) is double the size of their historical comfort zone (for which there are sound reasons laws of physics/power/heat/yields/economics...).

Why this desperation?

The answer is AMDs AMD's MCM GPUs on Fabric.

This is huge.

It is what zen chiplets did for CPU.

Even NVs software moat cannot withstand the raw muscle AMD can cost effectively apply to BIG tasks.

AMDs modules allow 2x epyc & 4x GPU to interconnect at 3TB/s via Infinity Cache. Lacking their own platform after the ARM fail, they know very well they face a big threat in increasingly Epyc dominated data centers.

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