Discussion Nvidia Blackwell in Q1-2025

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Ranulf

Platinum Member
Jul 18, 2001
2,653
1,898
136
Now this is interesting. Nvidia and Samsung having issues over ram chips.


"In a new report from Korean outlet Hankyung, which reports that NVIDIA CEO Jensen Huang said in front of Samsung executives: "is a customer of Samsung Electronics, not an employee. Stop calling and asking questions. I can't trust Samsung Electronics' high-bandwidth memory (HBM) products and engineers. We cannot trust and do business with them because senior executives change frequently"."
 

DavidC1

Golden Member
Dec 29, 2023
1,363
2,222
96
From igorslab:
Nothing at first, because PCIe 5.0 poses considerable challenges to signal integrity due to its high data transfer rates, especially in conjunction with additional components such as riser cables or internal connections within the graphics card.
This leads to a fundamental debate about prioritizing design over function. While appealing looks and innovative form factors are important, “form follows function” should be the top priority.
Wouldn't be too surprising at this point if the future Nvidia merchandise is a fancy bag to compete with Prada made of the same leather that Jensen wears to grace us with his presence, and the "slots" reference when it comes to graphics cards also refers to how many slots in the new bag it takes up that you use to carry your RTX card when going to your friend's LAN party.
 

ToTTenTranz

Senior member
Feb 4, 2021
278
522
136
Well we had a Rage comeback with Fury/X, just that it wasn't very good.

Fury was great but 4GB VRAM was way too limiting for a Halo product at that time.
That card shouldn't have launched if AMD wasn't able to make an 8GB top tier.

Availbility will be...low, especially on the 5090
Honestly sounds like fake scarcity to pump up fomo.
 
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beginner99

Diamond Member
Jun 2, 2009
5,281
1,695
136
What's the minimum production lot at TSMC - surely can't be less than 1000 wafers? There should have been 50-60k 5090 level chips minted long time ago, where are they?
The world is bigger than just US...

But I wager most are being put into the according professional cards that sell for 2-3x times the price compared to the 5090.
 

Heartbreaker

Diamond Member
Apr 3, 2006
4,653
6,107
136


Maybe NV should hire Tim cook??? I never seen Apple with a paper launch for any of their products. This company sucks at inventory handling, and its worth $3T lolol

While they haven't stopped working hard at GPU R&D, for production, they seem be allocating the wafers overwhelmingly to their insanely profitable AI chips.

This wouldn't be a total surprise.
 
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Win2012R2

Senior member
Dec 5, 2024
647
609
96
they seem be allocating the wafers overwhelmingly to their insanely profitable AI chips
Nvidia "AI" chips are limited by HBM availability and advanced packaging, not by N4 class process.

Perhaps Nvidia fully realises this is a junk gen and will go to Rubin on N3 in 2026 anyway
 
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Heartbreaker

Diamond Member
Apr 3, 2006
4,653
6,107
136
Nvidia "AI" chips are limited by HBM availability and advanced packaging, not by N4 class process.

Perhaps Nvidia fully realises this is a junk gen and will go to Rubin on N3 in 2026 anyway

Maybe Q4 2026. I expect a fairly normal 18-24 months life cycle.

Expect a Super Version mid cycle refresh, maybe with some models getting boosted VRAM from 3GB chips.
 
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