Speculation and Rumors: Nvidia Blackwell ...

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Anything below GB202 would likely be designed to accommodate being put into a laptop in terms of both power and physical restrictions.

If GB203 were likely designed larger especially with a 384 bit bus then it's a desktop only chip effectively. But unlike GB202 products it also wouldn't lend itself to the pro/prosumer market. I'm not sure if consumer desktop has enough volumes and margins to justify something like that.
 
trinibwoy said:
Why not? Nvidia is selling AD104 based workstation cards.
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If you already have the chip designed then the cost to spin up a new product is much cheaper. I don't mean it can't functionally exist but what the demand would be, that also can't just be served with GB202 and GB203 as is.

It's a question of whether or not just second tier consumer and workstations has enough volume and margins to justify an entire chip to be designed. I'd suspect not due to the fixed cost involved.
 
My RTX 4090 is now powerfull enough for 4K raytraced, so I will upgrade to the 5090 when it launches.

Something neglected in these "what will it cost" discussions is how the number of transistor goes up each generation coupled with that each new process node is not getting cheaper.

GP102 = 11.800 Mil Die:471 mm² MSRP $1199 Transistor per $= 9.841.534
TU102 = 18.600 Mil Die:754 mm² MSRP $999 Transistor per $=18.618.618
GA102 = 28.300 Mil Die:826 mm² MSRP $1999 Transistor per $=18.618.618
AD102 = 76.300 Mil Die:609 mm² MSRP $1599 Transistor per $=14.157.078
GB102 ~ 90,180 Mil Die:744 mm² MSRP $2000 Transistor per $~45.090.000*)
*) Estimated numbers, I have no insider information.


The jump from GA102 to AD102 is quite substantial., but you are still getting more transistors per $ than with the GP102.
 
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