Nvidia shows signs in [2023]

[Dangerman]

GB100 is presumably a successor to GH100.
Thus a successor to AD102 would be GB102.

I also very much doubt that we will see a new Titan card any time soon. The point of these were to promote GPU compute and GPU ML by providing the h/w for that at a cheaper price than what you'd have to pay for similar Tesla/Quadro options. And that is something which hardly needs a promotion at the moment.

True but that leaked roadmap mentioned Hopper Next and Ada-Next releasing in 2025 which I dobut GB100 is since Blackwell will be Ada-Next?

I hope Kopite7Kimi gets the list of Blackwell dies out there ASAP so we can get a better idea.

 

[Kaotik]

True but that leaked roadmap mentioned Hopper Next and Ada-Next releasing in 2025 which I dobut GB100 is since Blackwell will be Ada-Next?

Pretty sure the old data leak painted a picture of Blackwell as Hopper Next, not Ada Next despite it having (at least) 2 chips

 

[DegustatoR]

True but that leaked roadmap mentioned Hopper Next and Ada-Next releasing in 2025 which I dobut GB100 is since Blackwell will be Ada-Next?

Current expectations are for Blackwell arch to be for both DC and gaming similar to Ampere.
Which would fit the typical reveal cadence with GB100 announcement in spring 2024 and GB10x gaming parts in late 24 or early 25.

 

[techuse]

Is the next consumer GPU expected to change the shader architecture significantly? Something comparable to Kepler --> Maxwell?

 

[Seanspeed]

Is the next consumer GPU expected to change the shader architecture significantly? Something comparable to Kepler --> Maxwell?

There is no (credible) information about this yet. And really, that kind of information doesn't tend to be the sort that leaks unless there's some singular sort of unique feature to talk about or something. We're more likely to get info about specs rather than architecture details.

 

[Deleted member 2197]

Samsung Electronics to Supply HBM3 to Nvidia

Samsung Electronics plans to supply essential components for graphics processing units (GPUs), the high-bandwidth memory (HBM), and advanced packaging services to U.S.-based semiconductor company Nvidia.According to semiconductor industry sources on Aug. 1, Samsung Electronics is currently working w

www.businesskorea.co.kr

Samsung Electronics plans to supply essential components for graphics processing units (GPUs), the high-bandwidth memory (HBM), and advanced packaging services to U.S.-based semiconductor company Nvidia.

According to semiconductor industry sources on Aug. 1, Samsung Electronics is currently working with Nvidia on technical verification tasks for the HBM3 for GPUs and advanced packaging services. As soon as the technical verification procedures are completed, Samsung will supply HBM3 to Nvidia and is expected to take charge of the advanced packaging that processes individual GPU chips and HBM3 into a high-performance GPU, the H100.

Previously, Nvidia entrusted most of its GPU advanced packaging volumes to TSMC. TSMC produced Nvidia’s H100 by packaging SK hynix’s HBM3 on individual GPU chips manufactured through its own process. However, with the rapid increase in H100 demand due to the recent spread of generative artificial intelligence, TSMC struggled to handle all of Nvidia’s orders. Major clients such as Microsoft have announced service disruptions due to GPU shortages, prompting Nvidia to turn to Samsung Electronics, which has the capacity for both HBM3 and advanced packaging.

Currently, TSMC, a foundry company, is leading the advanced packaging race in the HBM and GPU sectors. The company has developed the “CoWoS,” a 2.5D package, over five generations for ten years from 2011 to 2021.

Samsung Electronics has also rolled up its sleeves to nurture advanced packaging. It unveiled a 2.5D packaging technology called “X-Cube” in 2021 and established an Advanced Packaging (AVP) team at the end of last year. It is known that starting from the second quarter of next year, the company will mass-produce the “X-Cube4,” which places four HBMs with the GPU, and “X-Cube8,” which places eight HBMs, in the third quarter. Samsung is expected to supply Nvidia with the third-generation HBM, or HBM3, by the end of this year and to use X-Cube4 to package it with individual GPU chips.

 

[trinibwoy]

Nvidia H100 GPUs: Supply and Demand

This post is an exploration of the supply and demand of GPUs, particularly Nvidia H100s.

gpus.llm-utils.org

Right now AI is still mostly a solution in search of a problem. However if more practical real world use cases emerge (aside from ChatGPT / LLMs) Nvidia could be setup for unimaginable revenue over the next few years. CUDA is currently a moat keeping competition at bay though I can’t see that lasting forever if AI truly takes off.

 

[Deleted member 2197]

Cloud Provider Gets $2.3 Billion Debt Using NVIDIA's H100 as Collateral

www.anandtech.com

CoreWeave, an NVIDIA-backed cloud service provider specializing in GPU-accelerated services, has secured a debt facility worth $2.3 billion using NVIDIA's H100-based hardware as collateral. The company intends to use the funds to procure more compute GPUs and systems from NVIDIA, construct new data centers, and hire additional personnel to meet the growing needs for AI and HPC workloads.

In addition to offering its customers access to advanced hardware, CoreWeave collaborates with AI startups and major CSPs — which are essentially its competitors — to build clusters that power AI workloads. These rivals — AWS and Google — have their own processors for AI workloads, and they continue to develop new ones. Still, given the dominance of CUDA, they have to offer NVIDIA-powered instances to their clients and are currently grappling with NVIDIA GPU supply limitations.
...
Meanwhile, this is the first time NVIDIA's H100-based hardware was used as collateral, emphasizing these processors' importance in the capital-intensive AI and HPC cloud business. Moreover, this massive loan indicates the growing market for private asset-based financing secured by actual physical assets.

"We negotiated with them to find a schedule for how much collateral to go into it, what the depreciation schedule was going to be versus the payoff schedule," said Michael Intrator, CoreWeave's CEO. "For us to go out and to borrow money against the asset base is a very cost-effective way to access the debt markets."

 

[Deleted member 2197]

NVIDIA Key Player in Creation of OpenUSD Standard for 3D Worlds

NVIDIA joined Pixar, Adobe, Apple and Autodesk today to found the Alliance for OpenUSD, a major leap toward unlocking the next era of 3D graphics, design and simulation. The group will standardize and extend OpenUSD, the open-source Universal Scene Description framework that's the foundation of...

www.techpowerup.com

Several leading companies in the 3D ecosystem already signed on as the alliance's first general members—Cesium, Epic Games, Foundry, Hexagon, IKEA, SideFX and Unity. Standardizing OpenUSD will accelerate its adoption, creating a foundational technology that will help today's 2D internet evolve into a 3D web. Many companies are already working with NVIDIA to pioneer this future.

OpenUSD is the foundation of NVIDIA Omniverse, a development platform for connecting and building 3D tools and applications. Omniverse is helping companies like Heavy.AI, Kroger and Siemens build and test physically accurate simulations of factories, retail locations, skyscrapers, sports cars and more.
...
Pixar started work on USD in 2012 as a 3D foundation for its feature films, offering interoperability across data and workflows. The company made this powerful, multifaceted technology open source four years later, so anyone can use OpenUSD and contribute to its development.

NVIDIA has a deep commitment to OpenUSD and working with ecosystem partners to accelerate the framework's evolution and adoption across industries.

At last year's SIGGRAPH, NVIDIA detailed a multiyear roadmap of contributions it's making to enable OpenUSD use in architecture, engineering, manufacturing and more. An update on these plans will be presented by NVIDIA as part of the alliance at this year's conference on computer graphics.

 

[DavidGraham]

40% of Steam users use RTX GPUs, and can use Ray Tracing and DLSS combined.

https://www.reddit.com/r/nvidia/comments/15ja7nv

 

[homerdog]

Nvidia allegedly halts RTX 40 series GPU production​

Nvidia allegedly halts RTX 40 series GPU production

Nvidia has paused gaming GPU production, according to leaks, and is stopping distributors from passing existing RTX 4000 models to retailers.

www.pcgamesn.com

Wouldn't surprise me if NVIDIA stopped making gaming GPUs entirely in the next few years.

 

[DegustatoR]

Why stop distros though? You do that only if there's a global recall.
I smell b.s.

 

[trinibwoy]

Nvidia allegedly halts RTX 40 series GPU production​

Nvidia allegedly halts RTX 40 series GPU production

Nvidia has paused gaming GPU production, according to leaks, and is stopping distributors from passing existing RTX 4000 models to retailers.

www.pcgamesn.com

Wouldn't surprise me if NVIDIA stopped making gaming GPUs entirely in the next few years.

Don’t you love rumors that come packaged with reasons they can never be proven false?

Supply to retailers is being artificially limited yet…

“if you’re worried about shortages, that’s unlikely, according to a third source. Apparently, Nvidia “may actually have more than enough GPUs for months”, thanks to its production efforts up ’til now.”

 

[^M^]

Nvidia allegedly halts RTX 40 series GPU production​

Nvidia allegedly halts RTX 40 series GPU production

Nvidia has paused gaming GPU production, according to leaks, and is stopping distributors from passing existing RTX 4000 models to retailers.

www.pcgamesn.com

Wouldn't surprise me if NVIDIA stopped making gaming GPUs entirely in the next few years.

That's like saying Apple is going to stop making Macs because they're making more on phones.
Nvidia makes a lot of money with GPU. There is a lot of common R&D with the data center products.

 

[DavidGraham]

NVIDIA told investors that it's limited by CoWoS capacity at TSMC and some other board components, not by GPU capacity. They have no reason to restric production of Ada GPUs other than market saturation.

 

[homerdog]

That's like saying Apple is going to stop making Macs because they're making more on phones.
Nvidia makes a lot of money with GPU. There is a lot of common R&D with the data center products.

"A lot of money" is relative. I can see a future where NVIDIA becomes the most valuable company in the world. At some point they may decide the (mostly justified) hate they get from the PC hardware press and gamers in general isn't worth the goodwill hit on their core business.

 

[DegustatoR]

People seem to have this weirdest idea that a price of something depends solely on the amount of units this something was produced in.

At some point they may decide the (mostly justified) hate they get from the PC hardware press and gamers in general isn't worth the goodwill hit on their core business.

I doubt that they care about "justified hate" or that said "justified hate" has any effect on their DC markets. Gaming GPU products will continue being in their mix until they will stop bringing them profits.

 

[homerdog]

Don’t you love rumors that come packaged with reasons they can never be proven false?

Supply to retailers is being artificially limited yet…

“if you’re worried about shortages, that’s unlikely, according to a third source. Apparently, Nvidia “may actually have more than enough GPUs for months”, thanks to its production efforts up ’til now.”

Sorry, I won't vouch for the specific rumor I posted and I should have made that clear. It wouldn't surprise me if it were true but I could make my point without the link.

I'm not suggesting there will be an Ada shortage. NVIDIA is not pricing RTX4000 to sell. It would be reasonable for NVIDIA to slow down production of GPUs that aren't selling. Especially when they could divert that production to more profitable products that they will have no problem selling.

 

[Remij]

Not a matter of if... but when Nvidia get out of the gaming GPU market.

And you best believe I'm going to give them a mouthful when it does happen. You don't abandon the market that created you and got you to where you are.

 

[Flappy Pannus]

"A lot of money" is relative. I can see a future where NVIDIA becomes the most valuable company in the world. At some point they may decide the (mostly justified) hate they get from the PC hardware press and gamers in general isn't worth the goodwill hit on their core business.

What does this...even mean? Angry youtube titles? They have ~85% market share, they're obviously surviving quite well with this "hate". Positing that as an actual reason they would get out of the gaming CPU business is ridiculous.