Nvidia Projects 20% Boost from GAA Technologies, Emphasizes AI Infrastructure

CEO Jensen Huang highlights architectural and software innovation as central to Nvidia's strategy, with GAA adoption expected to support efficiency in future AI systems.

• 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.

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