Recent content by xpea

  1. xpea

    Speculation and Rumors: Nvidia Blackwell ...

    You all forget one important thing. When Blackwell was designed, the top SKU was supposed to fight a monster RDN4 MCM and Nvidia didn't want to loose the halo battle. That's why the gaming Blackwell MCM was designed. Now that AMD gave up on this segment for this generation, the dynamic of the...
  2. xpea

    RDNA4

    Availability to OEMs... then wait another 6 months to find it on the shelves at any quantity...
  3. xpea

    NVIDIA discussion [2024]

    OpenAI Sora video tool large-scale deployment uses 720,000 NVIDIA H100 GPUs worth $21.6 billion It's difficult to imagine the massive scale of such deployment. I think that this single customer is larger than all Nvidia AI competitors combined
  4. xpea

    Speculation and Rumors: Nvidia Blackwell ...

    Oh no again šŸ˜‚ I don't have time today to debunk your usual BS so quickly before I go to work: 1. Timing matters. In 2021 TSMC had not enough packaging capacity to sustain Nvidia needs. We are not talking about few thousands units and peanuts AMD money here. It's real big boy business. 2. Wonder...
  5. xpea

    Speculation and Rumors: Nvidia Blackwell ...

    I don't know yet which design is the final but N5/N4 has exceptional yields so 2 versions were on the table. One in your ballpark and one much bigger. The later is mainly for the pro client market that can also address gaming if needed. Will know soon when I will go back to Taiwan...
  6. xpea

    Speculation and Rumors: Nvidia Blackwell ...

    What happened to the narrative that Nvidia was years behind AMD and that they have zero experience in Chiplets? The truth is what I said: Nvidia has test chips of every single TSMC packaging tech and their iteration. A journey that started more than a decade ago. And BOOM! B100 proves it with a...
  7. xpea

    Speculation and Rumors: Nvidia Blackwell ...

    New DGX GB200 NVL72 SuperPod:
  8. xpea

    Raytracing

    Ok you are trolling. For information, I attached a screenshot of Tomb raider 2013 at max settings. day and night...
  9. xpea

    Raytracing

    Yes that's obviously the point. In fact, it's the main point of graphics in gaming. I also answered your second question that I don't know anything realtime that looks like this 10 years a ago on a GTX780. And I asked you to show me what "a decade ago" (your words) looks similar. Now I'm...
  10. xpea

    Raytracing

    In game? (not cinematic sequence) in real time at 4k 100fps with the mentioned effects? please show me and pardon my ignorance if it was done 10 years ago on a GTX780, I was not aware
  11. xpea

    Raytracing

    :love::love::love:
  12. xpea

    NVIDIA discussion [2024]

    You call a "niche" and "bigger things to worry" a $90 BILLION business? (expected NVDA DC revenue for this year) Please stop, my abs can't take it šŸ¤£ PS: obviously Matlab training is not the main market but the point made by sniffy is that Nvidia has been present in this field for more than a...
  13. xpea

    Speculation and Rumors: Nvidia Blackwell ...

    (1) Exactly but Blackwell is a bit different. That's why they have GB102 and GB202 (2) nothing is more sure. It will ultimately depend on AMD competitiveness... I suspect 5090 to be the biggest performance uplift of the stack and maybe even the best value for money... Another factor to consider...
  14. xpea

    NVIDIA discussion [2024]

    That's a good thing. AI is stealing lot of data to achieve their result. This behavior must change. PS: Of course they went against the richest company to get the biggest compensation šŸ¤‘
  15. xpea

    Speculation and Rumors: Nvidia Blackwell ...

    The time you were paying a xx80 GPU 35% less for just 10% lower performance than a 90 class model and using the top die is over. Blackwell will make the performance gap between xx80 and xx90 class even bigger :( PS: don't forget that Blackwell was designed when NVDA predicted to compete with a...
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