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Financially, occasions are robust for a lot of, however that hasn’t stopped well-heeled avid gamers from speeding out to purchase Nvidia’s RTX 4090 (opens in new tab). Actually, their reputation has led to a world scarcity, and we’re all too conversant in these. Newegg within the USA, Overclockers within the UK, and Mwave in Australia present one single mannequin in inventory between them on the time of writing.
You’d suppose at $1,599 / £1,699 / AU$2,959, Nvidia can be speeding to make as many AD102 GPUs as it may possibly can to satisfy demand, however that may not be the case, as a brand new rumor means that Nvidia is reallocating its TSMC capability over to a lot increased margin H100 Hopper enterprise GPUs. (opens in new tab)
The report comes from MyDrivers (opens in new tab) (by way of Tom’s {Hardware} (opens in new tab)). The RTX 4090 is a excessive margin product at $1,499, however in comparison with Hopper merchandise the revenue Nvidia makes for a single 4090 is a relative pittance. A totally enabled H100 GPU with 80GB of HBM3 sells for tens of hundreds, and if tech firms desires to construct exascale supercomputers with H100s, Nvidia will likely be pleased to accommodate them.
As Nvidia’s Ada Lovelace and Hopper sequence each make use of TSMC’s 4N node, it is comparatively simple for TSMC to modify manufacturing from one GPU to a different, though the H100’s packaging is much more complicated.
Subsequent are the pending restrictions on China’s entry to superior computing applied sciences. Huge tech in China together with the likes of Alibaba and Baidu have an insatiable urge for food for top efficiency computing merchandise, and Nvidia has reportedly ordered “super-hot runs” of its most profitable chips earlier than the ultimate implementation of the ban.
What does this imply for us? It means discovering an RTX 4090 is likely to be tough within the brief time period. The 4090 is a low-volume product, as is Hopper, at the very least in comparison with the AD103 and AD104 primarily based RTX 4080 16GB (opens in new tab) and RTX 4080 12GB (opens in new tab) (sorry, RTX 4070). Manufacturing of these chips will likely be taking over an enormous chunk of Nvidia’s wafer begins. Once they launch, they’ll be in increased demand than the 4090 and Nvidia will likely be eager to have shares to fulfill world demand into the height Christmas shopping for season.
So for those who’re after a 4090, you may wish to get a pre-order in. I am unable to think about we’ll be going through something just like the shortage and price-gouging induced by mining demand at its peak, but when Nvidia has to decide on between making 10,000 4090s or 10,000 H100s it may possibly promote at 10x the worth or extra, the selection is a logical and comprehensible one, even when its not nice for us.
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