Remix.run Logo
zamadatix 3 hours ago

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.