8 Comments
May 16, 2022Liked by Punch Card Investor

Fantastic article. Really helped me to learn more about NVIDA and data centers in general. You strike a fine balance between being concise and diving deep, where it is needed.

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thanks Konstantin for the kind feedback! glad you found it helpful

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May 15, 2022Liked by Punch Card Investor

Nice job, good overview! I'll be really curious to see how Hopper does in the real world, and if Intel can get traction this time 💚 🥃

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Thanks Liberty! Yes will definitely be interesting to watch the adoption - Ampere seems to have set a high benchmark.

Agree Intel's new Gaudi2 will be interesting to watch, but as you suggested in your last issue it seems that the Hopper will already be ahead of it (Nvidia is claiming it's much higher than just a 2x improvement over the A100 but i guess it depends on the specific workload and real world situations etc). And in any case, I agree with you that ultimately the CUDA software stack and the developer ecosystem is a very strong moat for Nvidia. Will be covering all this more in depth in the next piece!

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May 15, 2022Liked by Punch Card Investor

Thanks for reading! 💚 🥃

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Jun 20, 2022Liked by Punch Card Investor

These have been excellent! Great work and thank you for sharing! Looking forward to the next parts!

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Thanks Joel! Appreciate the feedback

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Awesome! Trying to figure out the role of Ask hynix, micron and Samsung with there HMB NAND etc stuff, does maybe someone have a good article about it?

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