News Nvidia 1Q23 Earnings

[KompuKare]

A few months ago they had reduced TSMC purchase commitments by $4.1 billion:

https://twitter.com/x/status/1640405109359378433

Not good timing at all then! They should have kept the gaming cards on samsung. They could have had their cake and ate it!

If the had done that, then we would not have a sudden resurgence of perf/watt being important.

Because while AMD were on TSMC 7nm and RDNA2 had the perf/watt crown there as barely any noise about perf/watt.

You'd almost think some major corporation's PR department was driving the perf/watt narrative - when it suits them.

Which judging from the amount of users who are convinced that fake frames DLSS 3.0 is for them - despite contemplating buying low-mid range cards which would be lucky to get 60FPS at the best of time while DLSS 3.0 fake frames only makes (very little) sense when you are already at 100Hz and don't mind the latency penalty.

 

[jpiniero]

Pretty sure top AI parts are not legally allowed to be sold to China:

IIRC they can still sell China the gimped models. For now.

 

[DeathReborn]

Pretty sure top AI parts are not legally allowed to be sold to China:

U.S. officials order Nvidia to halt sales of top AI chips to China

Chip designer Nvidia Corp said on Wednesday that U.S. officials told it to stop exporting two top computing chips for artificial intelligence work to China, a move that could cripple Chinese firms' ability to carry out advanced work like image recognition and hamper Nvidia's business in the country.

www.reuters.com

H100 parts are the hot item right now. NVidia sells them for $30K each IIRC, and they are being sold on Ebay for more than that.

They had to drop the interconnect speeds (600GBps to 400GBps) and voila A800 & H800 were born.

Nvidia Gimps H100 Hopper GPU to Sell as H800 to China

Nvidia slashes the chip-to-chip data transfer rate on the H100

www.tomshardware.com

 

[Heartbreaker]

They had to drop the interconnect speeds (600GBps to 400GBps) and voila A800 & H800 were born.

Nvidia Gimps H100 Hopper GPU to Sell as H800 to China

Nvidia slashes the chip-to-chip data transfer rate on the H100

www.tomshardware.com

LOL! But I guess I shouldn't be surprised.

 

[USER8000]

LOL! But I guess I shouldn't be surprised.

Jensen is also concerned:

https://www.reddit.com/r/technology/comments/13qguvo

“The chief executive of Nvidia, the world’s most valuable semiconductor company, has warned that the US tech industry is at risk of “enormous damage” from the escalating battle over chips between Washington and Beijing.

Speaking to the Financial Times, Jensen Huang said US export controls introduced by the Biden administration to slow Chinese semiconductor manufacturing had left the Silicon Valley group with “our hands tied behind our back” and unable to sell advanced chips in one of the company’s biggest markets. At the same time, he added, Chinese companies were starting to build their own chips to rival Nvidia’s market-leading processors for gaming, graphics and artificial intelligence. “If [China] can’t buy from . . . the United States, they’ll just build it themselves,” he said. “So the US has to be careful. China is a very important market for the technology industry.”

 

[gdansk]

The die is cast so to speak. Even if the US allowed H100 sales in China it wouldn't stop their efforts to develop their own AI accelerators, HPC GPUs, and CPUs over the next decade. There is no going back. They see it as something worth spending hundreds of billions of Chinese taxpayers dollars on now.

The only difference, if restrictions ended, is Nvidia could make some more money for a few years while that effort is underway.

 

[Ajay]

The die is cast so to speak. Even if the US allowed H100 sales in China it wouldn't stop their efforts to develop their own AI accelerators, HPC GPUs, and CPUs over the next decade. There is no going back. They see it as something worth spending hundreds of billions of Chinese taxpayers dollars on now.

The only difference, if restrictions ended, is Nvidia could make some more money for a few years while that effort is underway.

And without the help of Taiwan, Japan, Korea, Europe and the US it will take a decade to build the supply chain needed - and there is no guarantee that they will ever be able to compete with the best nodes at outside fabs. So far, many of China's best semiconductor startups have failed due to corruption and fraud.

Jensen, as always, doth protesteth too much.

 

[BFG10K]

Clearly NV's margins turned out to be "razor thin" so they're "forced" to over-price GPUs. Clearly, yo.

 

[USER8000]

Clearly NV's margins turned out to be "razor thin" so they're "forced" to over-price GPUs. Clearly, yo.

They had no choice to,because something,something,AI!

And without the help of Taiwan, Japan, Korea, Europe and the US it will take a decade to build the supply chain needed - and there is no guarantee that they will ever be able to compete with the best nodes at outside fabs. So far, many of China's best semiconductor startups have failed due to corruption and fraud.

Jensen, as always, doth protesteth too much.

Nobody expected Taiwan and South Korea to bypass Intel either.