Looks like Huawei has chips that are alternatives to the Nvidia A100 according to this storyHmm... was randomly looking at Newegg and 4090 supply is very low. I imagine a lot of that is because they are probably sending every 4090 they have to China right now, but still.
Well who would care?Synthetic Diamonds and Ultrapure Glass May Make the Coolest, Fastest CPUs Yet
Binding microchips (including GPU dies) with diamond and other unique methods allows for much lower temperatures and up to three times the performance.www.tomshardware.com
WAHHHHTTTT?????
This could be the end of AMD and Intel in the GPU race if nGreedia buys Diamond Foundry and uses these wafers exclusively for its GPUs. Of course, I'm just thinking of a worst case scenario. Hopefully, this will never happen.
So, is the 4070 Ti Super a cut down AD103 die? I assume with a 256b bus that it will have 16GB of RAM (Yes/no?).4070 Ti Super is a stupid name, but would be a pretty decent GPU. 256-bit bus would help with its drop-off at higher resolution, and would really force a price drop on the 7900XT given it'd faster than it with the Nvidia feature set and cachet at the same price.
4070 Ti Super is a stupid name, but would be a pretty decent GPU. 256-bit bus would help with its drop-off at higher resolution, and would really force a price drop on the 7900XT given it'd faster than it with the Nvidia feature set and cachet at the same price.
There's no way it will be a 102. The production costs are way higher for that chip and they can easily sell them.
I have a feeling that the 4070 Ti Super will have a higher MSRP than $799.
I'd say it's 50/50. AD104 is selling for 550-800 right now. AD103 die is ~25% bigger, so I can see nvidia charging $800 for the cut down part (45% higher price than $550) and be happy.Definitely.
I'd say it's 50/50. AD104 is selling for 550-800 right now. AD103 die is ~25% bigger, so I can see nvidia charging $800 for the cut down part (45% higher price than $550) and be happy.
Also the 2060 KO using TU104.Or it's a bottom bin salvage part that they'd otherwise have to throw away. NVidia has done similar things in the past towards the end of a generation. There were 1060s that used the GP-104 die even though it was basically cut in half just because after two years they built up enough of them to create a version of the 1060 based on it.
If the quantity is low (or they just price it high enough to keep the demand in check) they can always offer it as an OEM-only part.
The 4090 is a pretty deep cut, so they won't have that many units which fail to reach that level. The main issue is going to be chips with partially defective IO. However, they recently released a salvage part to take care of that, the A5000.Or it's a bottom bin salvage part that they'd otherwise have to throw away. NVidia has done similar things in the past towards the end of a generation. There were 1060s that used the GP-104 die even though it was basically cut in half just because after two years they built up enough of them to create a version of the 1060 based on it.
If the quantity is low (or they just price it high enough to keep the demand in check) they can always offer it as an OEM-only part.
Seemingly confirmation that the 4070 Non-Super will remain being sold. Probably get an official price cut to $549 or possibly even $499.
At $500 for the 4070 they'd have to cut the 16GB 4060Ti to at least $450, but realistically remove one of the two SKUs altogether. In a better world maybe we'd see the 8GB 4060 Ti disappear and the 16GB at $400, but you don't get 75% gross margins just giving away RAM for free.
Maybe Jensen is making so much money with AI he's feeling generous for once and will give gamers a good dealAt $500 for the 4070 they'd have to cut the 16GB 4060Ti to at least $450, but realistically remove one of the two SKUs altogether. In a better world maybe we'd see the 8GB 4060 Ti disappear and the 16GB at $400, but you don't get 75% gross margins just giving away RAM for free.
That's just it, he's so busy with AI that he does not have time for discounts.Maybe Jensen is making so much money with AI he's feeling generous for once and will give gamers a good deal
He probably just asks ChatGPT if he should sell more cards to gamers, but the answer keeps coming back "More flops to me. So close..."That's just it, he's so busy with AI that he does not have time for discounts.
Well, let's ask Copilot!He probably just asks ChatGPT if he should sell more cards to gamers, but the answer keeps coming back "More flops to me. So close..."
That is a difficult question to answer, as Nvidia’s pricing strategy depends on many factors, such as its target market, competitive advantage, product differentiation, and cost structure. According to some sources, Nvidia has adopted a skimming pricing policy for its products in the consumer market, meaning that it charges a high price for its innovative and qualitative products, and then gradually lowers the price over time as the product becomes more common and faces more competition1. This strategy allows Nvidia to maximize its profits in the early stages of the product life cycle, and also to recover its research and development costs quickly. However, this strategy also has some drawbacks, such as alienating price-sensitive customers, attracting more competitors, and creating a negative image of being overpriced.
If Nvidia decides to lower the price of its products, it might be able to gain more market share and increase its customer loyalty, especially in emerging markets where the demand for GPUs is growing rapidly. However, lowering the price might also have some negative consequences, such as reducing its profit margin, diluting its brand value, and triggering a price war with its rivals, such as AMD and Intel. Therefore, Nvidia should carefully weigh the pros and cons of lowering its prices, and consider the impact of its pricing decisions on its long-term goals and vision.
Based on the limited data available, I would say that Nvidia should not lower its prices, as it might lose its competitive edge and profitability in the long run. Nvidia has established itself as a leader in the GPU market, and its products are known for their high quality and performance. By lowering its prices, Nvidia might compromise its brand image and reputation, and also invite more competition from its rivals. Nvidia should instead focus on maintaining its innovation and differentiation, and creating value for its customers. This way, Nvidia can justify its premium pricing and retain its loyal customer base. Of course, this is just my opinion based on the information I have, and there might be other factors that Nvidia should consider before making its pricing decisions.