DavidGraham

I can't believe we have to repeat this several times already, NVIDIA can triple their current AI output, and wafer allocation is still...

https://blogs.nvidia.com/blog/runai/

Wafers aren't the liming factor for NV, it's all 2.5D substrate capacity limitation. Wafers are NOT the liming factor. stop.

You are not wrong. Answer is they still heavily rely on screen space raymarching to produce most results in diffuse & specular gi...

They are not going to change anything, companies like TSMC and Samsung are not agile as you think, they rely on fabs and complicated...

This chart is showing the effect of crypto bubbles, increased demand during the bubble causing a spike, then a slump after the bubble...

Ok I might have had the wrong impression from your post. You said many things. But still, pricing people out will mean decrease in...

They can sell both at the same time, and make even more money. That's how businesses work. That's not entirely true, only when you...

First of all, AI GPUs are NOT higher yields, they are chips sized at the reticle limit, which means they have much lower yeilds...

Disagree, native path tracing lacks reflections clarity, lacks dozens of shadows entirely, and have flickering unstable and laggy...

Well, they have that AI money, why would they care if a 4080 costs 1200$ instead of 1000$? It's the argument people are making to...

However, 4x ML upscaling gives you 2x the performance of native for maybe ~10% reduction in certain image aspects, so ... It's a no...

If someone thinks that way about NVIDIA, then he/she probably doesn't understand NVIDIA well enough, they are an opportunistic and...

Depends on what you're comparing. In still scenes, they all look better than native resolution with TAA even with the 4x upscaling...