causal
Architecture outweighs lithography in performance
Performance gains come far more from architecture and computer science than from lithography: Blackwell is 50x Hopper while the transistors improved only ~75% over three years, so a 5nm-vs-7nm gap is not a 10x difference—meaning China being stuck on 7nm does not preclude competitive systems when networking, architecture, and energy are combined.
causalpending
Speaker
Jensen HuangEvidence Quote
“My point is, architecture matters. Computer science matters. Semiconductor physics matters as well, but computer science matters.”
Source
Dwarkesh Patel Podcast - Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:37:32 AM
My Notes
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