this post was submitted on 23 Nov 2023
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So the leakers were correct.
Means the top end Blackwell offerings will cost an arm and a leg. F for the consumers. If Nvidia even puts out a 102-die as 5090 given the run on AI and just how insane margins are there. So if they are limited by fab capacity they might just pull another 4070 and sell us a 103 die as 5090 and force it down our throat.
I'm fine with it. Consumers reap what they sow, basically. AMD is likely gonna drop high end GPUs in general, if not dedicated GPUs completely.
I doubt this. They just might drop TSMC for them and go with Samsung. TSMC is way too expensive for big dies given the reluctance people have to pay similar prices to Nvidia for similar performance from AMD. At the end of the day, AMD doesn't have a significant edge from a cost perspective. Chiplet benefits are cool, but AMD needs an interposer so the cost advantage might not be as impressive and the 6nm dies might not be as cheap given that they're still manufactured on TSMC.
So TLDR: I think they might shift their focused for the higher end market, but I doubt they will entirely abandon it. They might just take a break from it.