Dylan Patel

There's too many predicated things.

I wish it could happen, right?

It'd be fun.

Maybe it does happen, but it would take a hell of a badass thing.

But I think there's a lot of individual parts of the supply chain which are not space-aged.

NVIDIA Space Age, yes, it's the biggest value owner today, but their supply chain has so much old shit.

Whether it's their supply chain or the hyperscaler supply chain, transformers have not changed in like 50, 100 years, right?

Solid state transformers, right?

Like things like this.

Yeah.

So there's all sorts of interesting things there on the power delivery side, all the way from super high voltage AC, all the way converting all the way down to, you know, 0.8 volt or 0.4 volt DC that goes into the chip.

There's so many interesting companies in that space because there's so much innovation to be done.

And there wasn't that much of a need to do innovation before.

Yeah, another area is like networking between chips because as we extend context length, the memory requirements become bigger and bigger.

And yes, new memory technologies would be awesome, but DRAM as an industry has so much invested capital, goods, so much existing factories, it's really hard to attack.

But networking is less so, and there's more breakthroughs that can be done in networking that, okay, maybe you don't have better memory technologies, but you've tied the chips closer together so you can use each other's memory on the problem.

So the simplest one is like NVL72 from NVIDIA, Blackwell, is them condensing a lot of networking into one, you know, sort of the chips are networked together.

But there's so much more that you can do in terms of the optic space, bridging the gap between electrical connectivity and optical connectivity.

Because like NVIDIA created Blackwell, they had a ton of manufacturing problems and challenges with it.

for their supply chain.