Nvidia tipped to be TSMC's first 16A customer, ahead of Apple — Feynman GPUs could make full use of GAA transistors and backside power

Nvidia is set to be TSMC's first customer for the A16 node, utilizing GAA transistors and backside power delivery in its upcoming Feynman GPUs, designed for AI applications. This move breaks Apple's tradition of being the first to adopt new TSMC process nodes. A16's backside power delivery allows for improved performance and architectural freedom, potentially giving Nvidia a competitive edge in AI and HPC markets. By skipping the N2 process and going straight to A16, Nvidia aims to lead in advanced silicon, though at a higher cost. This strategic shift positions Nvidia as a frontrunner in AI chip innovation and could influence the industry's future roadmap decisions.