Jensen 将 Rubin Ultra 展示为 MCM 才是真正的信号。这不仅仅是 Nvidia 因为觉得这是下一个很酷的架构动作而把更多芯片粘在一起。而是当光罩限制、功率密度、良率和封装经济性都开始迫使得出相同答案时发生的事情。(1/5)🧵
Jensen showing Rubin Ultra as an MCM was the real tell. This is not just Nvidia gluing more dies together because it feels like the next cool architecture move. It is what happens when reticle limits, power density, yield, and package economics all start forcing the same answer. (1/5)🧵