Discussion Nvidia Blackwell in Q1-2025

[Win2012R2]

Something something people are not robots.

I guess we'll know in 6-9 months.

If Hynix can do completely new HBM4 six month earlier than so can Nvidia improve stuff they've been doing for couple of decades

 

[linkgoron]

I guess we'll know in 6-9 months.

If Hynix can do completely new HBM4 six month earlier than so can Nvidia improve stuff they've been doing for couple of decades

Do you think that a GPU architectures can just be "moved forward"? There are always rumors of GPU companies "moving forward" future designs and it never actually happens.

People said that Battlemage will be moved forward after Alchemist, and RDNA4 would be moved forward after RDNA3 and both never happened. I'm not sure that comparing HBM4 to a GPU makes much sense.

 

[linkgoron]

Do you think that a GPU architectures can just be "moved forward"? There are always rumors of GPU companies "moving forward" future designs and it never actually happens.

People said that Battlemage will be moved forward after Alchemist, and RDNA4 would be moved forward after RDNA3 and both never happened. I'm not sure that comparing HBM4 to a GPU makes much sense.

Going by Wikipedia dates:

Fermi - April 2010
Kepler - April 2012
Maxwell - February 2014
Pascal - May 2016
Turing - September 2018
Ampere - May 2020 (although the 30 cards were released September 17, 2020)
Lovelace - October 2022
Blackwell - January 2025

 

[ToTTenTranz]

I guess if it's a 5090 for AI stuff...

2 types of people buy the xx90:

1 - Whales
2 - AI researchers and hobbyists

 

[CP5670]

Jensen says customers want the absolute best. The 5090 has become a luxury Veblen good, like Ferraris or Hermes bags. People don't buy it because it's needed, but because it's something to aspire to. To be fair he is right, the A/V setup can easily cost several times more than the PC.

Here is the moment in the keynote lol.

 

[coercitiv]

The 5090 has become a luxury Giffen good, like Ferraris or Hermes bags.

You likely meant Veblen good.

 

[DAPUNISHER]

Jensen says customers want the absolute best. The 5090 has become a luxury Giffen good, like Ferraris or Hermes bags. People don't buy it because it's needed, but because it's something to aspire to. To be fair he is right, the A/V setup can easily cost several times more than the PC.

Here is the moment in the keynote lol.

He ain't wrong. These listing are for sold.

 

[coercitiv]

It's a crypto crisis all over again. Buckle up, expensive times ahead.

 

[WelshBloke]

There's a weird thing going on in the comments on 5090/5080 reviews about people getting really upset at the term "fake frames" almost like there's a narrative trying to be spun.
For me it's pretty simple. They are fake frames. They are exactly filler frames generated solely by the GPU. "Real frames" would be frames that are generated by the GPU using data sent from the game engine taking into account user actions.

 

[ToTTenTranz]

It's a crypto crisis all over again. Buckle up, expensive times ahead.

It's really not.

Turns out the tariffs on China are just 10%.

 

[coercitiv]

It's really not.

It really is at the high-end. The only good news is the VRAM requirement is much higher this time.

I did not care about the announced tariffs, it looked like U.S. was holding a gun to their head and threatening to shoot. I guess I'm glad it's "only" 10%.

 

[RnR_au]

He ain't wrong. These listing are for sold.

This forum needs a sad face reaction...

 

[Thunder 57]

He ain't wrong. These listing are for sold.

Chumps.

 

[ToTTenTranz]

It really is at the high-end.

It isn't. At the very least it's not a conclusion you can take from a paper launch.

 

[Win2012R2]

Do you think that a GPU architectures can just be "moved forward"? There are always rumors of GPU companies "moving forward" future designs and it never actually happens.

N3(P) + HBM4 = (easily) new architecture

With the kind of money Nvidia gets now they can afford things that otherwise would be economically unfeasible otherwise.

Turns out the tariffs on China are just 10%.

Today, and tomorrow they can be 50%. Businesses can't operate in uncertain environment like that without beefing up their margins to deal with negative shocks, so things will be a lot more expensive than headline tariff suggests, also people need to understand that there will be compound effect because people have their own %-tages tacked in and nobody is going to be reducing their relative margins, in fact in these circumstances it is essential to increase them while you can and blame tariffs.

 

[igor_kavinski]

2 types of people buy the xx90:

1 - Whales
2 - AI researchers and hobbyists

Nah. Third type who makes a spreadsheet about the cost benefit analysis of a 90 series card but doesn't have the money so puts it on their CC. My hunch is that there are a LOT of these idiots than we can imagine. They may end up paying scalper prices in the long run even if they get it at MSRP. Some of the 5090/5080 buyers may still be paying off their CC debt for the 4090.

 

[igor_kavinski]

There's a weird thing going on in the comments on 5090/5080 reviews about people getting really upset at the term "fake frames" almost like there's a narrative trying to be spun.

Stupid sheep don't want to admit there's anything fake going on inside their super expensive GPU.

 

[steen2]

There's a weird thing going on in the comments on 5090/5080 reviews about people getting really upset at the term "fake frames" almost like there's a narrative trying to be spun.

PR perceives the fake frames backlash as damaging the brand. The damage control push back is that "all frames are fake, so what does it matter if they're generated & not rendered". The usual suspects are peddling the same trope. There are a number of other interesting talking points.

 

[NTMBK]

Fake frames are just motion smoothing all over again. I'm pretty sure we all know that motion smoothing on your TV is garbage that degrades your experience, and you should turn it off. Why would you want your graphics card doing it instead?

 

[Win2012R2]

If fake frames were on top of big real perf increases (like in 4090 vs 3090) then it would be one thing, but given pathetic increases even in 5090 that feels bad - I hope AMD slaps NVidia with marketing REAL PERF, not fake frames - that will resonate

 

[basix]

Well I'm using FG regularly and for me it improves my experience. 120fps just look much better than 70fps.

 

[Josh128]

Fake frames are just motion smoothing all over again. I'm pretty sure we all know that motion smoothing on your TV is garbage that degrades your experience, and you should turn it off. Why would you want your graphics card doing it instead?

This, 100%. Its an AI enhanced frame interpolation , a glorified "soap opera effect" that was loathed by AV people since its inception in the early 00's. I remember playing Goldeneye and Perfect Dark on N64 at sub 20 fps, & Turok 2 sub 10 fps on the reg. It would have been awesome, even incredible, to have frame gen that could have turned that 10, 15, and 20 fps into 30, but it wasnt possible then and its still not possible now. Frame gen only being consistently operational over 60fps, as Nvidia themselves advertise, is extremely diminishing returns, IMO.

 

[CastleBravo]

2 types of people buy the xx90:

1 - Whales
2 - AI researchers and hobbyists

If you keep it for a bit more than four years, a $2k GPU comes out to just ~$40/mo. It's not a small amount of money, but a lot of people can easily justify the cost if PC gaming is their main source of entertainment. Also, with the slower pace of advancement we have been getting the last couple generations, flagship GPUs are holding their value far longer than they have in the past, so the real cost might be closer to $20/mo if you sell your old GPU when you upgrade.

 

[Kepler_L2]

Fake frames are just motion smoothing all over again. I'm pretty sure we all know that motion smoothing on your TV is garbage that degrades your experience, and you should turn it off. Why would you want your graphics card doing it instead?

Because green company good

 

[coercitiv]

A High Yield analysis of GB202: