NVIDIA discussion [2024]

[DavidGraham]

NVIDIA's Blackwell production could nearly triple by Q1, rising from 250K-300K units in Q4 to 750K to 800K units in Q1 according to Morgan Stanley.

This is an increase from previous industry estimates for 200K in Q4 and 550K in Q1.

https://twitter.com/x/status/1872695162553679975

Analysts estimate NVIDIA's entry-level Blackwell GPU, the B100, will sell for $30,000–$35,000 per chip.

The premium GB200 "superchip," combining a Grace CPU and two enhanced B200 GPUs, is priced at an astounding $60,000–$70,000 per unit, according to HSBC.

https://twitter.com/x/status/1872709518704214229

 

[Rys]

A great interview with the author of the "The Nvidia Way" here:

He’s been buying Nvidia GPUs for 30 years apparently. Hope the book is more accurate, going to read it next week.

 

[DavidGraham]

2024 GPU Marketshare numbers from the Korean DIY market: GeForce stands at 89.6%, Radeon at 9.9%, and Arc at 0.3%.

For GeForce, RTX 4060 is the most purchased model with 32% share, RTX 4060 Ti is 20% and 4070 Super is 14%. For Radeon, RX 6600 is the popular model at 38%. followed by RX 7600 at 28% and RX 6800 at 10%.

https://twitter.com/x/status/1872601592123514919

Spoiler: (Danawa) Original Source

 

[arandomguy]

I disagree. "Geforce" is a gaming product line. There were non-gaming products which were also called "Geforce" but they were also called "Titans" - or even just called "Titans" at some points - to differentiate them from just "Geforce". People can and do buy Geforce cards for non-gaming applications but this is a "bonus" functionality which isn't promoted or specced by Nvidia in case of "Geforce" SKUs. So complaining that some of them are cut down in comparison to SKUs which are being sold and promoted as AI/proviz parts is disingenuous. If you care about that then you shouldn't have opted for a Geforce and you did so because it is cheaper - well, that's the trade you've made, not Nvidia done something to what you've bought.

And you can substitute "Geforce" here with any other gaming brand really.

But I've already showed Nvidia directly promoting the Geforce line for non gaming usage. Nvidia has been full bore on this segment for Geforce ever since Turing, this is from both a software and hardware standpoint.

I guess you are free to personally feel that Geforce is not for anything but gaming but I don't see that as really relevant to the broader discussion. The fact of the matter is Nvidia themselves see Geforce for more than just gaming and they directly market and sell poducts to consumers as such. And yes consumers do purchase Geforce in signficant numbers for non gaming as the primary use case as well.

If you really want just debate for debates shake then yes most Geforce purchases are primarily for gaming. But that would be akin to saying that PCs aren't for gaming as most PC purchases are primairly for non gaming usage. Neither is meaningful in the context of the discussion.

As for the cut down aspect I will again state I'm not interested in debating how a product is segmented. Product segmentation exists, that's just the reality, I don't feel it's worth debating from some sort of abstract moral stand point. What however is not abstract is that the company and consumers do view Geforce has more than just for gaming as the target market and has for awhile now.

 

[DegustatoR]

NVIDIA Is Reportedly Focused Towards "Custom Chip" Manufacturing, Recruiting Top Taiwanese Talent

NVIDIA has started to focus upon "custom chip" manufacturing, as the firm recruits several Taiwanese engineers to tap into the segment.

wccftech.com

The report further claims that NVIDIA plans to establish ASICs production lines somewhere in the future, but the firm is currently focused on developing a robust employee base. Team Green has stepped up the hiring process, and is determined to hire the top Taiwanese talent, to prevent them from being "lured" into other companies. Major IC design companies, notably MediaTek, are all in the pursuit of getting their hands on top-end employees, which is why NVIDIA is aggressively hiring local talent.

If you really want just debate for debates shake then yes most Geforce purchases are primarily for gaming. But that would be akin to saying that PCs aren't for gaming as most PC purchases are primairly for non gaming usage.

The percentage of GFs bought for non-gaming applications is small to non-existent. This isn't the case with PCs in general. How often do you see a non-gaming PC with a GeForce inside it? So yes, this is meaningful and is relevant to the discussion - which is that GeForces aren't being bought by non-gamers in any numbers significant enough to maintain this business in case if gamers would stop buying them. Hence any suggestion that Nvidia would just be able to stop selling GPUs to gamers and continue as if nothing changed is pure insanity.

 

[Rys]

How do you know that GeForces aren’t being bought and used for non-gaming uses in any meaningful volume? Do they break that information out in their financial statements?

 

[DegustatoR]

How do you know that GeForces aren’t being bought and used for non-gaming uses in any meaningful volume? Do they break that information out in their financial statements?

No but the sales figures do not follow anything but gaming related events like new releases, holidays or price changes on the SKUs being sold. One would think that if a significant amount of said SKUs would be sold to non-gaming customers that wouldn't be the case.

 

[Picao84]

In the laptop market that isn't simply not true. Not every laptop with a discrete GeForce or Radeon chip is a "gaming laptop". I know plenty of people, usually from my parents generation, that have laptops with x50 tier and sometimes even x60 tier because they like to buy "quality things" and they definitely do not game. Hell my 80+ years old uncle had a desktop PC a few years ago with a x70 tier and never gamed in his life.

 

[DavidGraham]

The crazy spending on AI continues in 2025, Microsoft to spend 80 billions in 2025 building AI data centers.

In FY 2025, Microsoft is on track to invest approximately $80 billion to build out AI-enabled datacenters to train AI models and deploy AI and cloud-based applications around the world. More than half of this total investment will be in the United States

The Golden Opportunity for American AI

A golden opportunity lies ahead for America to harness the transformative power of AI—today’s electricity—to revolutionize the economy, secure global leadership, and build a foundation for prosperity through innovation, skilling, and international collaboration.

blogs.microsoft.com

 

[Cyan]

The crazy spending on AI continues in 2025, Microsoft to spend 80 billions in 2025 building AI data centers.

The Golden Opportunity for American AI

A golden opportunity lies ahead for America to harness the transformative power of AI—today’s electricity—to revolutionize the economy, secure global leadership, and build a foundation for prosperity through innovation, skilling, and international collaboration.

blogs.microsoft.com

more money for nVidia. Their revenue from AI stuff is off the charts. GPU sales seem to have increased compared to 2023 but it can't compare now with AI. That being said, can the OP change the title of this thread or start anew?

 

[Cyan]

NVIDIA is giving away a GeForce 8800 Ultra signed by Jensen Huang, the first CUDA GPU ever

NVIDIA is giving away a GeForce 8800 Ultra GPU signed by CEO Jensen Huang, and all you have to do is post a comment in reply to their post on X.

www.tweaktown.com

NVIDIA's game-changing DLSS 4 tech expected to launch with GeForce RTX 50 series GPUs (duh)

NVIDIA's next-generation GeForce RTX 50 series GPUs will be unveiled at CES 2025 next week with next-generation DLSS 4 AI upscaling technology.

www.tweaktown.com

NVIDIA's next-gen GeForce RTX 5090 reportedly has 575W TDP, while RTX 5080 has 360W TDP

NVIDIA's next-gen ultra-enthusiast GeForce RTX 5090 reportedly has 575W TDP, while the second-fastest Blackwell GPU -- RTX 5080 -- has 360W TDP.

www.tweaktown.com

 

[arandomguy]

The percentage of GFs bought for non-gaming applications is small to non-existent. This isn't the case with PCs in general. How often do you see a non-gaming PC with a GeForce inside it? So yes, this is meaningful and is relevant to the discussion - which is that GeForces aren't being bought by non-gamers in any numbers significant enough to maintain this business in case if gamers would stop buying them. Hence any suggestion that Nvidia would just be able to stop selling GPUs to gamers and continue as if nothing changed is pure insanity.

I'm not sure where you feel "Nvidia would just be able to stop selling GPUs to gamer" even fits in here? I've never mentioned that nor is that related to what I was discussing at all.

As for non signficant numbers, both large OEMs and smaller system integrators sell systems targeting non gaming use cases configured with Geforce GPUs. Yes you can look at systems from Dell, Lenovo, HP or down to something like Puget Systems (which is not a gaming targetted builder) as examples that do this.

No but the sales figures do not follow anything but gaming related events like new releases, holidays or price changes on the SKUs being sold. One would think that if a significant amount of said SKUs would be sold to non-gaming customers that wouldn't be the case.

I'm not sure exactly what you are referring to here. There is no publicly available data of how the distribution of Geforce GPUs in terms of use case. I'm not even sure how this would be tracked unless Nvidia is actually engaging telemetry gathering that many people would find rather "questionable."

In terms of events Nvidia certianly discusses Geforce around non gaming events and specifically refers to non gaming usage cases in them. CES is not a gaming specific event but look at Nvidia's presentation for CES 2023 -

GeForce At CES 2023: RTX 40 Series Laptops, RTX 4070 Ti Graphics Cards, DLSS Momentum Continues, RTX 4080-Performance Streaming on GeForce NOW & More

Also, 1440p 360Hz monitors launched, new AI innovations coming soon to NVIDIA Studio apps, RTX Remix early access launches soon, and the free Portal: Prelude mod gets fully ray traced.

www.nvidia.com

The world’s fastest laptops, powered by GeForce RTX 4090 and 4080 Laptop GPUs, run up to 3X more efficiently than our previous-generation flagship laptops, enabling users to game at previously impossible detail levels and speeds, and to power through creative workloads in a fraction of the time, all in thin and light form factors.

The idea of sales being around holidays somehow precluding non gaming usage is also puzzling. Holidays sales target consumers. Consumers (not just professional buyers or enterprise) are consumers regardless if they are buying for gaming or non gaming, or some mix of the two.

At this point I feel this conversation isn't going to go anywhere productive. I will again state my original point that Geforce is not just for gaming. This is how it is marketed by Nvidia, marketed by middle suppliers (OEMs, SI), and as well as people who buy them for such usage cases. Again just looking at Nvidia's own official stance already flies against the idea that Geforce is for gaming only. If you want to believe that Geforce is for gaming only I guess that's your own prerogative and I have no reason to convince you otherwise, but it makes no sense to hold that viewpoint in terms of discussions pertaining to Nvidia's perspective or a broader market perspective.

 

[IQandHDR]

For me GeForce is a "Gaming+" brand.
Perhaps because I install a lot of RTX 6000, RTX 5000, RTX 4500, RTX 4000 etc. for non-gaming use.

NVIDIA themselfes also differentiate:
Professional cards

NVIDIA Professional Graphics Solutions

NVIDIA RTX professional visualization products power a wide range of laptop, desktop, and data center solutions.

resources.nvidia.com

Gaming cards:

NVIDIA GeForce RTX 40 Series Graphics Cards

Beyond fast for gamers and creators.

www.nvidia.com

One "footnote" about non-gaming.

The even call their gaming(+) cards for Geforce, their Workstation GPU for RTX GPU's and their datacenter GPU for H(opper) , L(4) or GH(200)

So yes I would call Geforce card for gaming cards.

And...you @arandomguy never answered where them doing this segmentation hurt me as a gamer?

 

[arandomguy]

For me GeForce is a "Gaming+" brand.
Perhaps because I install a lot of RTX 6000, RTX 5000, RTX 4500, RTX 4000 etc. for non-gaming use.

NVIDIA themselfes also differentiate:
Professional cards

NVIDIA Professional Graphics Solutions

NVIDIA RTX professional visualization products power a wide range of laptop, desktop, and data center solutions.

resources.nvidia.com

Gaming cards:

NVIDIA GeForce RTX 40 Series Graphics Cards

Beyond fast for gamers and creators.

www.nvidia.com

One "footnote" about non-gaming.

The even call their gaming(+) cards for Geforce, their Workstation GPU for RTX GPU's and their datacenter GPU for H(opper) , L(4) or GH(200)

So yes I would call Geforce card for gaming cards.

And...you @arandomguy never answered where them doing this segmentation hurt me as a gamer?

I'm not sure if there is some kind of communication or language issue at play here?

I will again reiterate I am not here to debate product segmentation. This entire conversation is the context of "Geforce is for gaming only." My assertion is that is not correct. For this specific debate what it is primarily for or how the product is configured is irrelevant.

I will even narrow down the focus here to that regardless of how you, or whomever, as individual may feel from Nvidia's own perspective Geforce is for more than just gaming. How about we focus on this singular aspect for now to avoid confusion?

In terms of how Nvidia markets Geforce, how it deals with their partners, in terms of how it approaches software for Geforce, and including what goes into designing GPUs there is explicit implicit considerations for non gaming usage. I've already shown this in terms of multiple sources from Nvidia themselves. But let's just use the link you provided then?

This is the first thing you see on the page you link -

NVIDIA® GeForce RTX™ 40 Series GPUs are beyond fast for gamers and creators. They're powered by the ultra-efficient NVIDIA Ada Lovelace architecture which delivers a quantum leap in both performance and AI-powered graphics. Experience lifelike virtual worlds with ray tracing and ultra-high FPS gaming with the lowest latency. Discover revolutionary new ways to create and unprecedented workflow acceleration.

Under "architecture highlights" there is 8 highlighted use cases -



So it seems like it mentions non gaming use cases. It also highlights both gaming and studio drivers.

In the performance section 2 out of 7 listed performance benchmarks are non gaming.

There is specifically a "create" section.

So it seems as if Nvidia for that product information page designed it with the idea of marketing Geforce towards non gaming uses for consumers.

I also have to also repeat again that non gaming does not mean professional usage, those are two different things.

 

[DegustatoR]

https://videocardz.com/press-release/vesa-introduces-displayport-2-1b-and-dp80ll-low-loss-specifications-in-collaboration-with-nvidia

“With VESA’s new DP80LL active cable spec, users are no longer limited to a one-meter cable connection between their DisplayPort 2.1 UHBR20 source and hub or sink devices. With more DisplayPort 2.1 UHBR20 products expected to roll out into the market this year, DP80LL active cables will provide consumers with more options and greater flexibility in their gaming or workstation setup to take full advantage of the highest video performance enabled by DisplayPort 2.1 UHBR20,” stated James Choate, compliance program manager for VESA.

NVIDIA, TSMC Develop Advanced Silicon Photonic Chip Prototype, Says Report

NVIDIA and TSMC have developed a silicon photonic based chip prototype claims a fresh report from Taiwan. Take a look!

wccftech.com

A report from the Taiwanese UDN suggests that AI chip giant NVIDIA is also among those with piquing interest. It claims that NVIDIA and TSMC developed the first silicon photonic chip prototype at the end of last year. Along with the prototype, the report claims that NVIDIA and TSMC are also working on optoelectronic integration technologies and advanced packaging.