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[Bofferbrauer2]

Pemalite said:

JEMC said:

There are rumors that demand for Blackwell GPUs for AI is lower than expected, in part for what you've said and also because those chips are too hot and power hungry even for them. That means that Nvidia will have to either negotiate with TSMC to cut orders or use those already booked waffers for gaming GPUs.

We'll see what they'll do, if it's true.

The 4N process nVidia has at TSMC is exclusive, so I would envisage they would keep pumping GPU's out as per their contract and just re-badge them into other markets next year if they have an oversupply.

Once they transition next-years GPU's to a new node, they -should- be able to offload all these GPU's onto the Chinese market as it's not a leading edge product.

One thing NVidia can do is change which chips will be produced. For AI I recon that it would mostly have been the GB 202, and to a lesser degree, the GB 203. The RTX Pro Quadro cards actually only exist with those two chips, even.

But not everybody will buy 5090s, and even the 5080 and 5070Ti will be too much for many to afford. So I expect NVidia to switch production more in favor of the smaller GB 205 and GB 206 for the 5070 and 5060 series of chips instead of the big GB 202 that would just collect dust due to a lack of prospective buyers, at least on the short term.

Last edited by Bofferbrauer2 - on 19 April 2025