Discussion NV Re-Enter ARM PC market in Q4-2025 ?

[soresu]

Then Intel took a potshot at Qualcomm with their Lunar Lake announcement in the Microsoft Event

After years of Intel telling us "oh noes our fab delays won't be a problem" it's hard to take them seriously at all anymore.

Likewise when Gracemont came out I remember oohs and aahs over its 6 wide design, and then it's less efficient than the larger core.

 

[FlameTail]

Computex 2024 Keynote Preview: The Great PC Powers Aligned

www.anandtech.com

Of the 4 Comuptex-aligned keynotes, NVIDIA’s is both the first and the most mysterious. The company has not telegraphed its intentions for its keynote – or even how long it will run. And with virtually all of NVIDIA’s products intersecting the AI market in some fashion, the “AI ecosystem” could conceivably cover anything from servers to smartphones.

Notably, even NVIDIA’s keynote itself is a big rogue. While the AMD, Intel, and Qualcomm keynotes are all official Computex keynotes taking place at the TaiNEX 2 expo hall, NVIDIA’s keynote is off-site, taking place the night before the show officially starts at the National Taiwan University Sports Center.

Have none of you guys pondered about this?

My conspiracy theory is that Nvidia is going to announce their intention to enter the PC CPU space, and along with it the ARM AI PC SoC they have been working on with Mediatek. By announcing this before Intel/AMD/Qualcomm's keynotes, Nvidia going to get the jump on them and steal some of their thunder.

 

[SpudLobby]

I’m not reading all this. So is the Nvidia or MediaTek chip with an X5 coming 2025 or not? We’ll have one confirmation tomorrow, but I wanna know now what the braintrust thinks.

 

[FlameTail]

I’m not reading all this. So is the Nvidia or MediaTek chip with an X5 coming 2025 or not? We’ll have one confirmation tomorrow,

I think they'll do something akin to what Qualcomm did. Announcement 8 months before release.

braintrust

the what

 

[SpudLobby]

I think they'll do something akin to what Qualcomm did. Announcement 8 months before release.

Oh that I agree with lol. It ain’t coming out this year. Most likely Q3-4 2025 at baseline.

the what

Lol.

 

[FlameTail]

Oh that I agree with lol. It ain’t coming out this year. Most likely Q3-4 2025 at baseline.

I think H1-2025 is very possible. TSMC N3P node and ARM Cortex X925/A725 IP will be out by then.

 

[SpudLobby]

I think H1-2025 is very possible. TSMC N3P node and ARM Cortex X925/A725 IP will be out by then.

I mean they’re already using Cortex X925, that stuff is finished. The finished tape out is supposed to be by the end of Q3, production in H1 2025. H1 is a wide range for sure but I expect it would be a late H1 release at best, partially because of QA & software stuff with vendors. Not TSMC or Arm.

 

[SpudLobby]

If this is even real with the rumored timelines and on N3, that is. The Intel 3 rumor stands as well, but driven by Nvidia alone.

 

[FlameTail]

Nvidia - Jensen Huang - Computex Keynote.

Live in 5 hours.

Will they reveal the ARM SoC?

 

[Ghostsonplanets]

Will they reveal the ARM SoC?

So far no. Biggest waste of time ever🤣

Seriously loads of nothing keynote.

 

[FlameTail]

So far no. Biggest waste of time ever🤣

Seriously loads of nothing keynote.

120 minutes of appreciating Jensen's leather jackets

 

[FlameTail]

Ryan Shrout has an excellent writeup about the client aspects of today's Nvidia Keynote;

https://twitter.com/x/status/1797244400235671829

 

[NTMBK]

Ryan Shrout has an excellent writeup about the client aspects of today's Nvidia Keynote;

https://twitter.com/x/status/1797244400235671829

Link isn't working for me

 

[Nothingness]

Link isn't working for me

It works for me but I have a Twitter account.

 

[NTMBK]

I'm not seeing anything about Windows SoCs from coverage of the event, did anything come up?

 

[Ghostsonplanets]

I'm not seeing anything about Windows SoCs from coverage of the event, did anything come up?

Computex hasn't started yet. It will start with AMD keynote in ~6:30 hours.

Keep an eye on QCOM keynote for possible Purwa announcement (4+4 QCOM mainstream SoC) and Mediatek for a possible WoA SoC with Nvidia GPU.

Nvidia SoC won't be announced this year. It's probably something for CES 25.

 

[SpudLobby]

Computex hasn't started yet. It will start with AMD keynote in ~6:30 hours.

Keep an eye on QCOM keynote for possible Purwa announcement (4+4 QCOM mainstream SoC) and Mediatek for a possible WoA SoC with Nvidia GPU.

Nvidia SoC won't be announced this year. It's probably something for CES 25.

This.

 

[Doug S]

I think H1-2025 is very possible. TSMC N3P node and ARM Cortex X925/A725 IP will be out by then.

Even if Nvidia can get some of that initial N3P capacity (because we all know Apple will be first in line, especially if M4 indicates the new Apple Silicon cadence) why in the world would they waste it on low margin PC crap when they could use it for unimaginably profitable AI products?

Yeah I know Nvidia's chips are huge but N3P will be the third generation of the N3 generation and a rather simple refinement of N3E, so yields should be good enough for reticle sized chips right out of the gate. Heck even at marginal yields they'd sell that stuff for such ridiculous prices it wouldn't matter.

 

[Thibsie]

nVidia giving (licensing, sorry) their GPU IP to low end crappy (not my thought, nvidia's) Mediatek ?
If they really do so, they really are coping big time.

 

[gdansk]

"Crappy" MediaTek may be good enough now that ARM has the widest core around.
And the arragnement most likely puts all the risk in MediaTek while Nvidia simply collects some royalty checks.

 

[Thibsie]

"Crappy" MediaTek may be good enough now that ARM has the widest core around.
And the arragnement most likely puts all the risk in MediaTek while Nvidia simply collects some royalty checks.

Still, considering Nvidia and Huang behaviour, I'd be very very surprised (and intrigued) by such development.

 

[adroc_thurston]

nVidia giving (licensing, sorry) their GPU IP to low end crappy (not my thought, nvidia's) Mediatek ?

Modern MTK SOCs are leaps and bounds ahead of every Tegra ever made in history of humankind.

"Crappy" MediaTek may be good enough now that ARM has the widest core around.

Widest doesn't mean the best.
The good part is that modern MTK SOCs are competent at worst; i.e. they're not tegras.

 

[Thibsie]

Modern MTK SOCs are leaps and bounds ahead of every Tegra ever made in history of humankind.

Widest doesn't mean the best.
The good part is that modern MTK SOCs are competent at worst; i.e. they're not tegras.

Oh I completely agree. But that's not the kind of thiking used to apply at Nvidia IMO.

 

[gdansk]

Widest doesn't mean the best

It'll be good enough.

 

[adroc_thurston]

It'll be good enough.

Good enough isn't good enough when you're a new entrant to the established stomping grounds.
QC tried selling "good enough" (kind of, if you squint hard enough) perf with good modems and excellent BL and that went about nowhere.