Discussion Nvidia Blackwell in Q4-2024 ?

[SolidQ]

That was here?

https://twitter.com/x/status/1799009730796585395

 

[MoogleW]

You don't need >50% higher BW for that.

@gdansk and what is the speed of the worst GDDR7? Even if it's only 24gbps, that's still 33% more than what AD106 has.

That would be 28gb/s. Any less and GDDR6X would make more sense

 

[blackangus]

That would be 28gb/s. Any less and GDDR6X would make more sense

You have to consider yields and cost.
24Gbps GDDR6x may have lower yields and cost more than the equivalent GDDR7x.
I dont know Im just saying there are other considerations.(each way!)

 

[Heartbreaker]

Hynix won't be volume shipping any form of GDDR7 until 2025.

SK hynix confirms GDDR7 memory mass production starts in Q1 2025 - VideoCardz.com

SK hynix GDDR7 in Q1 2025 at earliest AnandTech had an opportunity to ask an SK hynix representative when the company is expected to start shipping next-gen consumer graphics memory, the GDDR7, in volume. According to the company representative, this should happen at the beginning of 2025. SK...

videocardz.com

While there have been some rumors of late 2024 RTX 5000, I think most rumors had them as 2025 cards from the start. Even though Samsung/Micron could be ready before that, I'd bet on these being 2025 cards.

 

[jpiniero]

Hynix won't be volume shipping any form of GDDR7 until 2025.

Micron and Samsung are sampling right now. I could see them lead with ProViz/AI cards first but I think you will see something from GB202 at least this year.

 

[gdansk]

Doesn't Nvidia usually prefer Micron?

 

[Heartbreaker]

Doesn't Nvidia usually prefer Micron?

On leading edge it often appears so. Weren't GDDR5X and GDDR6X essentially Micron/NVidia exclusives?

 

[del42sa]

NVIDIA CEO to deliver a keynote at SIGGRAPH 2024 on July 29

Keynote Outline:
1. Introduction
2. Discuss what Nvidia has done with AI
3. Discuss what Nvidia is currently doing with AI
4. Say "the more you buy, the more you save"
5. Discuss the future of AI
6. Ensure AI is said a few more times to raise stock price
7. Conclusion

 

[jpiniero]

NVIDIA CEO to deliver a keynote at SIGGRAPH 2024 on July 29

Be a good place to announce the Quadro Blackwell.

 

[Mopetar]

NVIDIA CEO to deliver a keynote at SIGGRAPH 2024 on July 29

Keynote Outline:
1. Introduction
2. Discuss what Nvidia has done with AI
3. Discuss what Nvidia is currently doing with AI
4. Say "the more you buy, the more you save"
5. Discuss the future of AI
6. Ensure AI is said a few more times to raise stock price
7. Conclusion

I'd laugh if JHH just walks out on stage to start a video recording of his presentation at Computex.

Anyone who complains gets strapped to their seat and made to watch again.

 

[blckgrffn]

I'd laugh if JHH just walks out on stage to start a video recording of his presentation at Computex.

Anyone who complains gets strapped to their seat and made to watch again.

It's an AI generated video and recap of the earlier presentation. Presented with a hologram.

We do what we must because we can.

 

[pcslookout]

$3000 to $4000 minimum for Rtx 5090

Enjoy

 

[Mopetar]

I think the price for the 5090 won't go up all that much. Instead we just get a deeper cut of the die. Since AMD isn't going to have anything that would even compete with the biggest Blackwell, Nvidia has almost no reason to release a consumer part outside of just needing something to top the existing 4090.

Instead expect whatever lets them salvage does that aren't even sold as cutdown professional parts. They make more money selling non-gaming chips and they can always release a 5090 SUPER or 5090 Ti later on once the high margin markets are saturated.

 

[jpiniero]

I think the price for the 5090 won't go up all that much. Instead we just get a deeper cut of the die.

Presumably this is going to be a monster sized die, close to the recticle limit. GB203 is going to be closer to AD102's size than AD103. The costs involved are going to be way higher.

 

[CakeMonster]

We'll see, but if the 5090 is far from the previous xx90 increase both with regards to performance and VRAM, I can't imagine it will sell well. Not that it matters, NV might just throw up their hands and say 'this is what it costs, nodes/demand etc forced our hand with pricing'. But if I end up skipping it, I doubt a later 5090Ti will very appealing, as the next generation draws closer anyway.