NVidia Ada Speculation, Rumours and Discussion

I don't think they are this stupid. There's no way Nvidia and AMD haven't learned with current gen how disappointed people are about poor availability. Whenever Geforce social media accounts post anything, they are spammed with "where can I buy one?", "prices are ridiculous!" etc. This is not a good look for them.

The vast majority of tech press would also scold Nvidia or AMD for this kind of a silly performance-crown-at-any-cost move.

 

Not if we're talking about "winning". Flooding the market with attractive price/performance parts while ceding the crown is of course a change in overall strategy but it's also admitting defeat. I thought the conversation so far was about how Nvidia was going to fight to hold on to that crown.

Exactly, which is why Hopper as a backup plan makes no sense. They would have already targeted Lovelace at whatever chiplet based perfomance they expect to go up against.

Sure but does that require a whole separate architecture? I would expect the lower end AMD cards to also be considered RDNA3.

 

The beauty about halo products is that you don't really need to sell them to consumers in volume. You just need to get a few dozens in reviewers' hands, and the large bar will always appear in all the charts.

 

Already booked to hell, also H100 alone is Q2'22.
Every other nV product is ~later~.

lol wat

Idk chief people seethe about 3080/6800XT availability all the same.

 

AMD is going all in on CDNA. There’s no way Nvidia’s next datacenter chip has all of the graphics bits needed for gaming. They are feeling the heat from HTPC/AI focused hardware on multiple fronts.

 

Actually yea.
Literally can only stick so much onto a 3x reticle CoWoS piece.
Like a pair of ~700mm^2 + 8 HBM2e tops.

 

Moreover, I suspect that during 2022 the price/performance crown will be coming from all the Ampere GPUs that are being withheld in China for cryptomining and will flood the 2nd hand market once ETH goes proof-of-stake.
If they thought 2018 was bad, 2022 will probably be 3x worse, with the post-covid recession the mining craze lasting for much longer.

Yes, I agree. I was just clarifying what the rumors meant.

 

How do you know this?

 

Well the thing is that Lovelace is late and Hopper in on time. Nvidia is working all the time on 3 generations + a large team doing fundamental research for future techs.
This time, the situation is a bit special with the transition to chiplets and overlapping schedule / market...

 

A100 also has GPCs and TPCs which presumably means rasterizers, tessellation and all the other geometry setup hardware. The only thing that was clearly dropped is RT acceleration.

 

Once so far behind its quite hard to compete i think, atleast in the high performance gpu market. Its the PS5 that missed tbe boat.....

Same guy who has gotten banned before.

Anyway, theres more AMD talk than NV here

 

Maybe, but maybe if they can seed a couple of YTers and have a co-op Video accompanying the launch, there'd be enough mindshare. Current situation teaches: Even with normal planning, you're not safe from bad availability.

Possibly, but then, there might be contingencies.

Which are clearly not halo products.

 

It's also got display controllers and rasterizers. It's fully graphics capable, just lacking RT-Cores.

 

Has none of that iirc.
Even the A100 Station uses a discrete 5th dGP to output displays.

 

The reason why this idea smells fishy isn't because GH100 is a compute chip - the rumor specifically mention GH202 for a reason.
The reason is why even have Lovelace if you can have Hopper in its place if it's so good that it would be a better fit competitive wise?

 

Talking about the GPU, not the card. The card has no display outputs, that's so obvious, I thought I didn't need to mention it.