Is my maths right here?
9.6PB of flash in an ICMS for 8 NVL72 racks = each GPU package has 16TB
Say 12m Rubin die (6m packages) sold in a yr = 96EB of ICMS flash
Global NAND shipment is ~400EB and already supply constrained.
Where is $NVDA getting the bits from?
$SNDK $MU https://t.co/vG5la19NNl