I actually got a lot more upbeat about the potential of AI after watching this keynote more so than any other demonstration or presentation. Blackwell is still based on N4, a derivative of 5nm. We know we will have N3 GPU next year, and they should be working with TSMC on capacity planning for N2. Currently Blackwell is pretty much limited by capacity of either TSMC, HBM or packaging. And unless the AI hype dies off…
We aren't seeing nearly the same gains on VRAM bandwidth as we are on compute bandwidth