this post was submitted on 30 Nov 2023
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thats what the article assuming Nvidia could do. Fusing off 4090 defeat the purpose of sending AD102 to China, if they do that they might as well send only AD103.
nothing stop nvidia underclocking 4090 by massive number & sell a clock speed limit 4090. I think Nvidia is going to do the unclocking path, letting the Chinese to OC it.
So the sanctions didn't take into account the loophole of underclocking and let the consumer clock it to normal... Not that unexpected by our technology illiterate governments.
Keep in mind that doing so would be in the same vain as Volkswagen emissions scandal. Nvidia could end up in Court trying to justify why their products can easily bypass sanctions and they can be hit hard by fines, billions of dollars hard. A special mode used to complay with the law that is not going to be used in reality still got Volkswagen in hot water and with more stringent testing that costed them more on the long run.
Nvidia can't afford to mess around as making an enemy of us lawmakers on matter national security if a sure fire way for the US to release new requirements that would cripple next gen Nvidia cards
There is no point fusing off 4090 permanently down to 100CU, that is just wastage of silicon. At that point Nvidia might as well save the trouble, just ship a fully enabled super clock AD103 which is at 84CU, the performance is already very close.
The full ad103 is still far from the limit. And Nvidia is trying to give china the most powerful gpu they can make. Though if the cut is truly at 100 SMs then Nvidia wants to stay within the limit even if the card is overclocked as 100 SMs still feels too step a cut.
Also Ad102 is what allows you 24gb of vram I imagine the extra 14 SMs is iceing on the cake in that case