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Nice room for a new player to disrupt then


Problem is, making a board design using an existing GPU chip and sticking more RAM into it is (relatively) simple but of course none of the GPU chip makers would allow partners to do that. Making your own GPU chip that’s competitive with Nvidia or AMD’s current offerings is a massive undertaking and pretty much impossible for a newcomer.

Just look at how much trouble Intel has had breaking into the discrete GPU market or even just how hard it’s been for AMD to compete with Nvidia even with decades of experience in the market.

And if some newcomer could make a competitive GPU with large memory capacity they’d be crazy not to sell it at datacenter prices, maybe just undercutting the others but a few grand but still way more expensive than any consumer GPU you can buy today, even a 4090.


It's not doable at the board level. High-end GPUs use HBM in the same package, connected using a silicon interposer.




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