Patel details that producing one gigawatt of Rubin chips requires specific wafer volumes across multiple manufacturing nodes.
“a gigawatt of, you know, NVIDIA's Rubin chips. Right? So Rubin is announced at GTC, I believe, the week this podcast goes live.”
Patel calculates a gigawatt of Rubin requires 55,000 three-nanometer wafers and 170,000 DRAM wafers.
“You need about 55,000 wafers of three nanometer. You need about 6,000 wafers of five nanometer, and then you need about a 170,000 wafers of DRAM, right, memory.”