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45:53LONG
“Deploying in larger scale-up domains is a huge unlock.”
@Dwarkesh Podcast
Rack-scale NVLink fabric (8 to 72 to 576 GPUs) is the real moat; rivals can't drop-in match it, so NVIDIA's premium holds.
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since call Apr 29
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114:20LONG
“Because of memory bandwidth cost. Yeah. So I actually don't see a very good path to solving that. Like the memory, the HPM is where it's at where it is. It's…”
@Dwarkesh Podcast
HBM bandwidth is the hard ceiling on AI scaling, and the dominant supplier owns the scarce asset and the pricing.
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
45:53
114:20