Overview

• Nvidia CEO Jensen Huang forecasts a 20% performance gain from future adoption of GAA-based process technologies, such as TSMC's N2P or A16, for GPUs expected by 2028.
• Huang stresses that architectural and software advancements are more critical to Nvidia's performance strategy than relying solely on cutting-edge process nodes.
• The company continues to prioritize proven semiconductor technologies to ensure efficiency and scalability in large-scale AI systems.
• Challenges in GAA adoption remain industry-wide, as evidenced by Samsung's earlier struggles with low yield rates for its 3nm GAA process.
• Nvidia's strategic shift positions it as a provider of large-scale AI infrastructure, focusing on performance per watt and efficient management of AI clusters.