Heartbreaker
Diamond Member
- Apr 3, 2006
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Data center Blackwell is limited by HBM and packaging. TSMC can produce more than that for Nvidia and GB202 uses simpler, less supply constrained packaging and simpler VRAM. The allocation at TSMC's 4/5nm lines should not be a problem.
And some GB202 variants will be selling for $8000+.
Regardless of your theorycrafting, the Blackwell consumer GPUs are in very short supply. So apparently NVidia can't get all the GPU chips they want.
Apparently this extends to Laptops as well, so it isn't some kind of bizarre FOMO move that NVidia is stocking for discrete GPU buyers like some conspiracy minded people are claiming.