Silverforce11
Lifer
- Feb 19, 2009
- 10,457
- 10
- 76
New unproven node, massive GP100, big orders from supercomputer builders who are waiting on these Teslas...
Ofc GP100 Tesla are shipped first, no doubts about that at all. Yields can be horrible, $6K or more each will make it worthwhile. Contract obligations need to be fulfilled first and foremost.
Q3 availability for GP104 is about right, mid-range 256 bit bus will need GDDR5X and that's not volume production until June.
They can launch GDDR5 SKUs earlier than that though. So GP106/107 parts could go early, no reason to delay those parts.
Ofc GP100 Tesla are shipped first, no doubts about that at all. Yields can be horrible, $6K or more each will make it worthwhile. Contract obligations need to be fulfilled first and foremost.
Q3 availability for GP104 is about right, mid-range 256 bit bus will need GDDR5X and that's not volume production until June.
They can launch GDDR5 SKUs earlier than that though. So GP106/107 parts could go early, no reason to delay those parts.