Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

[Tigerick]

????? Navi4 is not 7000 series.

Hmm, so N43 and N44 going to be 8000M series ?

How about desktop variant??

 

[jpiniero]

I looked at the 3dmark scores on their site and based upon that, I would say the 7900M XT is more of a competitor to the 4080L... and probally slower than that but within the range. There is a massive gulf between the 4070L and 4080L. nVidia probably does need to make a new SKU with the specs of the 4070 desktop.

 

[Aapje]

there is an option, once we get to high NA EUV, of using stitching to make dice with the same reticle limit that we have today. One half of each die will be exposed with one mask, and the other half, across all dice, will be exposed with a second mask.

It's going to be very hard to align the two exposures well.

 

[Aapje]

RTX4070S is the topic I questioned: if NV does release Super version, then there are going to have 3 SKUs with AD104 with difference only in 46, 52 and 60 SM...

The Super has always been the replacement version. So Nvidia would then stop making/selling the regular 4070.

 

[Ajay]

It's going to be very hard to align the two exposures well.

Very hard I would think - AMSL has developed the technology - we'll have to wait and see if any customers as TSMC to implement it.

 

[jpiniero]

The Super models are probably just faster GDDR6? The 4070 Ti is the full AD104 die and the 4080 is only a small cut on AD103.

 

[Tigerick]

The leaks of Super refresh seems indicate below:

4070 Super
4070 Ti Super
4080 Super

Does it make sense with Ti Super naming?? I am thinking that past rumor of 4080Ti is making more sense cause NV could just lower the price of 4080 to $999 then call it a year???

Even though NV is not officially adjusting the pricing of 4070 but we could see some lower prices of 4070???

 

[Heartbreaker]

The Super models are probably just faster GDDR6? The 4070 Ti is the full AD104 die and the 4080 is only a small cut on AD103.

They ae probably just made up BS.

RTX 2000 Super cards were mainly a response to RX 5700/5700XT, and launched the same week.

This time, NVidia doesn't seem to be that concerned with AMDs new parts.

 

[jpiniero]

Normally they do like to release stuff every year just to spice things up. I think they would have done Ampere Super parts but... Crypto.

 

[jpiniero]

NVIDIA GeForce RTX 4070 SUPER rumored to feature 16GB memory and AD103 GPU - VideoCardz.com

NVIDIA planning new RTX 4070 (SUPER) models NVIDIA might incorporate the AD103 GPU into the series. As per information from MEGAsizeGPU, the upcoming RTX 4070 SUPER variant is rumored to be equipped with the AD103 GPU and boast 16GB of 256-bit memory. This might be a substantial upgrade in...

videocardz.com

Hmm, based upon this (ignore the headline) is that the products might actually be:

1. The 4080 Ti
2. A further cut down AD103 which replaces the 4080 at $999 or a bit lower (and the 4080 goes away)
3. A further cut down AD104 with slower GDDR6 which replaces the 4060 Ti 16 GB at $499 (and the 16 GB goes away)

 

[jpiniero]

GeForce RTX 4090 price doubles in China amid US export ban - VideoCardz.com

Chinese RTX 4090 stock runs dry, as retailers remove cards from e-tail platforms or increase prices Chinese gamers may now have to consider RTX 4080 instead. In response to the recent enforcement of new export restrictions by the United States, particularly targeting high-performance graphics...

videocardz.com

Apparently the new AI GPU ban also extends to the 4090... and also several other countries other than China. This might actually screw things up further than that since most products are assembled in China (heh).

 

[Ajay]

NVIDIA GeForce RTX 4070 SUPER rumored to feature 16GB memory and AD103 GPU - VideoCardz.com

NVIDIA planning new RTX 4070 (SUPER) models NVIDIA might incorporate the AD103 GPU into the series. As per information from MEGAsizeGPU, the upcoming RTX 4070 SUPER variant is rumored to be equipped with the AD103 GPU and boast 16GB of 256-bit memory. This might be a substantial upgrade in...

videocardz.com

Hmm, based upon this (ignore the headline) is that the products might actually be:

1. The 4080 Ti
2. A further cut down AD103 which replaces the 4080 at $999 or a bit lower (and the 4080 goes away)
3. A further cut down AD104 with slower GDDR6 which replaces the 4060 Ti 16 GB at $499 (and the 16 GB goes away)

I think this is bullshit. This would mean Consumer Blackwell would be 9-12 months out. NV has no need for interim parts to compete against RDNA4.

 

[jpiniero]

I think this is bullshit. This would mean Consumer Blackwell would be 9-12 months out.

That is probably what's going to happen.

 

[dr1337]

NV has no need for interim parts to compete against RDNA4.

Only in a world where they don't like making money. Especially Nvidia who might be the most competitive company in the entire industry.

 

[Ajay]

Only in a world where they don't like making money.

They are making money hand over fist. Their current line-up an pretty easily dust off the upcoming RDNA4 GPUs. NV may have to adjust pricing a bit where the new AMD cards land in terms of performance. I mean, if the leaks are true, AMD doesn't even have a 60 CU product in the lineup (I honestly hope there is a high performance product above what has been leaked). So, NV can just stick with it schedule as planned.

 

[dr1337]

So, NV can just stick with it schedule as planned.

A: their schedule is to remain competitive, and B: they like getting repeat sales from people who just bought a previous generation card. You really don't even have to consider what AMD actually delivers, that's not how it works for Nvidia's strategy.

 

[Ajay]

A: their schedule is to remain competitive, and B: they like getting repeat sales from people who just bought a previous generation card. You really don't even have to consider what AMD actually delivers, that's not how it works for Nvidia's strategy.

Fine. I'll just have to wait and see.

 

[Tigerick]

A: their schedule is to remain competitive, and B: they like getting repeat sales from people who just bought a previous generation card. You really don't even have to consider what AMD actually delivers, that's not how it works for Nvidia's strategy.

Except NV has to think about Blackwell GPUs are supposed to launch end of next year. That's mean NV has to leave headroom for future RTX-5000 series. NV won't launch new 4000 models with bigger memory that will jeopardize RTX5000 series...

 

[Heartbreaker]

Only in a world where they don't like making money. Especially Nvidia who might be the most competitive company in the entire industry.

We live in the world where the RTX 3050 handily outsold the cheaper RX 6600 that significantly outperformed it.

NVidia need do nothing to keep making money hand over fist vs RX 7000 cards.

Perhaps when RX 8000 launches, they will need to make adjustments, but that is yet to be seen.

 

[gdansk]

No rumors of a 75W RTX 4050 desktop part yet?

 

[jpiniero]

No rumors of a 75W RTX 4050 desktop part yet?

Unlikely any time soon. There were rumors of a 3050 6 GB coming out next year.

 

[Aapje]

We live in the world where the RTX 3050 handily outsold the cheaper RX 6600 that significantly outperformed it.

NVidia need do nothing to keep making money hand over fist vs RX 7000 cards.

You keep missing the point made by the other posters. Nvidia isn't just competing against AMD, but also against the 2nd hand market and people not upgrading at all.

 

[Heartbreaker]

You keep missing the point made by the other posters. Nvidia isn't just competing against AMD, but also against the 2nd hand market and people not upgrading at all.

That's because it's a very weak argument. If anything, the used market is the one that will adjust it to what it needs to be, vs new.

Super refreshes were generally small adjustments, meant to better to compete with new competition.

 

[jpiniero]

Super refreshes were generally small adjustments, meant to better to compete with new competition.

I would say it's more about spicing things up. It appears that 24 gbps GDDR6X is now available and updating the higher end products to use it makes sense.

 

[Heartbreaker]

I would say it's more about spicing things up. It appears that 24 gbps GDDR6X is now available and updating the higher end products to use it makes sense.

I would say it was more about competition when they did it before. RX 5700/XT were the main target, and the 2060/2070 Super cards, even launched the same week, to blunt that launch.