Are their enterprise orders slowing down? Why use precious maxed out fab capacity on consumer stuff when it could be an enterprise chip?

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thewebguyd 2 hours ago | parent | next [-]

This is an enterprise offering. It'd take a guess its to try and stop the bleeding over to macOS. This launch, plus WSL containers, their own de-bloat winget config, mxc, etc. all seems like they're saying "pls stop leaving for macOS, see, Windows can be a great dev machine too."

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wmf an hour ago | parent | prev | next [-]

This chip was designed before the shortages. I think they'll order just enough units to say they released it but not enough to put a dent in Rubin.

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zamadatix 5 hours ago | parent | prev | next [-]

It uses LPDDR5X instead of VRAM and will still sell for a premium while pushing their presence even further in every side of the AI market. This was one area AMD was ahead in and now Nvidia is probably better off making this to compete on that front while still being better off than making a 5090.

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fc417fc802 5 hours ago | parent [-]

That doesn't answer the question. If the high margin enterprise GPUs are saturating the fab capacity you wouldn't expect them to be pushing this. But IIRC those all have oodles of integrated HBM at this point so I wonder if fab capacity for that has become a bottleneck.

	▲	zamadatix 3 hours ago \| parent \| next [-]
		I believe it does - the reasons why are exactly differences like LPDDR5X vs HBM3e. Not every fab is capable of making any type of chip another fab makes. If you can make a product with different chips and still sell it for a premium why would you not just because the fabs for your DC product's chips are busy? Looking at it more, I believe the story repeats with the TSMC processes used for the CPU vs chips like GB200 as well. Even if none of the above were the case, the question still isn't "why not make the enterprise GPU" it's "why not make the higher margin per chip area product". If the NV1/GB10 take less die space and cost a lot it's not immediately apparent the enterprise GPU actually nets Nvidia more $ per die or not. That's why it's relevant these will be sold at a premium.
	▲	3 hours ago \| parent \| prev [-]
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dofm 5 hours ago | parent | prev [-]

It already is an enterprise chip. This is about Microsoft not having the equivalent of an M3 Max or whatever laptop.

And maybe for NVIDIA and MS it is also about them quietly betting that local models are, in fact, going to be good enough for most tasks pretty soon.