The Tipping Point of H200: How Gallium Nitride Will End the Hegemony of Silicon-Based Semiconductors This paper analyzes the triple bottlenecks of power consumption, cost, and physical limits faced by silicon-based semiconductors, represented by NVIDIA's H200 server. Taking the full lifecycle cost as the core framework, we calculate the "cost tipping point" at which gallium nitride (GaN) can replace silicon-based chips through precise measurements of power consumption, electricity costs, depre
