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Dr. Marcus Vance Dr. Marcus Vance

Dr. Marcus Vance

Principal Hardware & Silicon Analyst at Eyestech. Former ASIC verification and physical design engineer specializing in HBM memory architectures, tensor cores, and datacenter accelerator clusters.

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Beyond CoWoS: Why Nvidia Killed the 4-Die Rubin Ultra and Scrambled a 17% Fan-Tax Air Rack
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Beyond CoWoS: Why Nvidia Killed the 4-Die Rubin Ultra and Scrambled a 17% Fan-Tax Air Rack

Dr. Marcus Vance By Dr. Marcus Vance

An investigative semiconductor teardown by Dr. Marcus Vance: why package warpage forced Nvidia to cancel the 4-die Rubin Ultra, how screaming chassis fans burn 17% of total rack power in the MGX GB200A air compromise, and the race toward glass core substrates.

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