News Nvidia Boosts Orders of Compute GPUs for AI: Report

[Admin]

Nvidia reportedly increases advanced packaging orders to TSMC amid AI GPU boom.

Nvidia Boosts Orders of Compute GPUs for AI: Report : Read more

 

[edzieba]

For an extra 10,000 wafers, that's on the order of 640,000 H100 dies (minus defects that cannot be binned out). Assuming an average of $20k volume pricing per card, and a very conservative 50% yield, that's on the order of $6.4bn in revenue above what was previously expected. Split across 4 quarters, that'd be something like a 50% uptick in datacentre revenue.

 

[Alvar "Miles" Udell]

And this is why AMD and especially Nvidia don't care about "affordable" consumer GPUs.

 

[kal326]

Is this above and beyond their initial commits they tried to scale back last year with the crypto collapse? Or did they allocate all that out with the rush to ship compute cards pre ban last fall?

 

[bit_user]

And this is why AMD and especially Nvidia don't care about "affordable" consumer GPUs.

No, AMD doesn't have that kind of demand for their compute-focused CDNA processors. The reason they're holding back on rolling out lower-end models is simply that they have too much 6000-series inventory piled up.

This is very much a Nvidia story.

 

[Metal Messiah.]

Just recently there were reports, or shall I say rumors circulating on the web that AMD and Microsoft have reportedly joined forces to create a new artificial intelligence (AI) processor, codenamed Athena, which is said to be capable of training models and making inferences on new data.

The news was later debunked though. Microsoft is simply going to use existing and upcoming AMD accelerators to power its AI agenda.

https://twitter.com/x/status/1654283507357851648

View: https://twitter.com/dylan522p/status/1654283507357851648

Though, AMD's shares rose as much as 12% last week on Thursday following this media report claiming the chipmaker was working with Microsoft.