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  1. Nov 2025
    1. George Gilder indeed calls for wafer scale compute. Article mentions the issues of one flaw meaning having to toss the wafer (as opposed to 1 chip cut from the wafer). Also says that bc of that wafer solutions are for highly specialised set-ups only (bc it's costly to end up with one flawless wafer).

    1. WSJ article contends that chips will soon be obsolete, and replaced by wafers that function as a fully integrated system. I have questions (and most of the article is missing). Wafers are error prone, and while you can toss out individual chips cut from wafers, having to throw out an entire wafer is costly. Other factor is that whatever size you will have surrounding electronics too, making wafers unwieldy / brittle parts of a system. Also wondering about heat. Talks about 'suitcase sized datacenters'. I wonder what the technology jump is for that to be viable