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Pat Gelsinger warns AI compute efficiency must jump 10,000x amid power, memory, and fab constraints

AMD, Nvidia target substrate capacity amid 4x expansion constraints

Flora Wang

Flora Wang

, Taipei

Oct 27, 2026, 11:58 0

Credit: DIGITIMES

AMD and Nvidia have separately invested in supply-chain capacity expansion, making substrates, packaging, and testing key priorities as AI demand diversifies...

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