Article RTX 50 Super might be cancelled due to GDDR7 shortages (rumour)

[NTMBK]

https://videocardz.com/newz/nvidia-geforce-rtx-50-super-refresh-faces-uncertainty-amid-reports-of-3gb-gddr7-memory-shortage

Hope none of you were waiting on those

 

[marees]

I was looking forward to the $350? 12gb 5060 super 😉

 

[jpiniero]

I was looking forward to the $350? 12gb 5060 super 😉

I never thought there would be a 5060 Super.

That would be funny if Ayy Eye was the cause of it, since they were hogging all the 3 GB capacity.

 

[biostud]

I never thought there would be a 5060 Super.

That would be funny if Ayy Eye was the cause of it, since they were hogging all the 3 GB capacity.

I thought they used HBM.

 

[jpiniero]

I thought they used HBM.

There's Workstation products that use it too, that might be used for AI purposes.

 

[maddie]

I thought they used HBM.

Available wafers.

 

[DavidC1]

The thing with Nexperia is causing supply shortages too. Many power semis are being affected, not just memory.

 

[marees]

I thought they used HBM.

New products from nVidia & Intel use gddr7 for inference

AMD is yet to catch on to this trend

 

[ToTTenTranz]

I thought they used HBM.

The RTX Pro Blackwell range uses 3GB GDDR7 chips.

New products from nVidia & Intel use gddr7 for inference

What products from Intel use GDDR7?

 

[marees]

The RTX Pro Blackwell range uses 3GB GDDR7 chips.



What products from Intel use GDDR7?

They announced one on 18a releasing by next year end

 

[marees]

They announced one on 18a releasing by next year end

Here is the thread for that @ToTTenTranz

Questions
Questions

https://twitter.com/x/status/1978398034112266689

 

[GodisanAtheist]

So once again the thing that was never really confirmed is now cancelled?

Everything about gaming Blackwell screamed "throw a dog a bone".

A super refresh in the middle of an AI boom, taking resources away from where the real money is for no actual performance gain for most of the stack always seemed like a weird play to me.

 

[jpiniero]

So once again the thing that was never really confirmed is now cancelled?

Everything about gaming Blackwell screamed "throw a dog a bone".

A super refresh in the middle of an AI boom, taking resources away from where the real money is for no actual performance gain for most of the stack always seemed like a weird play to me.

OEMs demand new products. The post implies that the mobile refresh with 3 GB chips is still on.

 

[gdansk]

So once again the thing that was never really confirmed is now cancelled?

The memory bump many potential buyers wanted may not be coming.
There's only 1 worthwhile product (5070 Ti) in the entire Blackwell line up without a 3Gb refresh. IMO, Nvidia had a gaming product line in need of Super-ifying. But it doesn't matter, it sells anyway.

 

[Win2012R2]

A super refresh in the middle of an AI boom, taking resources away from where the real money is for no actual performance gain for most of the stack always seemed like a weird play to me

Gaming division needs better margins, upping memory looked like a cheap easy way to do it, but given where memory prices going now this might be dead in the water.

 

[GodisanAtheist]

OEMs demand new products. The post implies that the mobile refresh with 3 GB chips is still on.

- OEMs will have to suck a pickle. Who are they going to get their gaming laptop revenue from, AMD 😛

INTEL 🤪

 

[Ranulf]

More proof these days, buy what you need/can afford and not sweat it. You are likely to get a bad deal in some way no matter what given how unstable the market and tech is.

 

[DavidC1]

They announced one on 18a releasing by next year end

Crescent Island uses LPDDR5x, not GDDR7.

And it's not just memory. Inductors, MOSFETS are all affected. You can use alternate parts, but either they'll be low volume, delayed, or increase in price. This will affect all electronics likely. I speculate this is all due to AI bubble. I can't see much positives out of AI investments anymore. Electricity costs and electronic costs are both increasing at a rapid rate. All for what?

 

[dangerman1337]

The bigger warning should be that the same source isn't confident even the RTX 60 series... may not come out until 2028. Suggesting that the GeForce department is in a mess.

Crescent Island uses LPDDR5x, not GDDR7.

And it's not just memory. Inductors, MOSFETS are all affected. You can use alternate parts, but either they'll be low volume, delayed, or increase in price. This will affect all electronics likely. I speculate this is all due to AI bubble. I can't see much positives out of AI investments anymore. Electricity costs and electronic costs are both increasing at a rapid rate. All for what?

Yeah it's insane and it;s not "us PC gamers"... it's so many different people, non-gamers on a budget, companies wanting to buy Workstations etc. Fecking hell man can the whole thing burst? But then again I am not sure if shit will properly burst since all players want to keep the delusion going on.

 

[gdansk]

Suggesting that the GeForce department is in a mess.

Mess? Not a priority. Even if they have their ducks in a row.

 

[CakeMonster]

Gaming division needs better margins, upping memory looked like a cheap easy way to do it, but given where memory prices going now this might be dead in the water.

Gaming division do still have motivation to get good numbers, and no refresh before a further delayed 6000 series would probably be bad for business too. If I had to bet there will be some kind of refresh, who knows when though.

 

[maddie]

Crescent Island uses LPDDR5x, not GDDR7.

And it's not just memory. Inductors, MOSFETS are all affected. You can use alternate parts, but either they'll be low volume, delayed, or increase in price. This will affect all electronics likely. I speculate this is all due to AI bubble. I can't see much positives out of AI investments anymore. Electricity costs and electronic costs are both increasing at a rapid rate. All for what?

Nothing to do with economics as most understand it. Its simply the creation of new money, forestalling the incoming crisis.

 

[coercitiv]

Its simply the creation of new money, forestalling the incoming crisis.

Pics or it did not happen!

OpenAI Sought Government Loan Guarantees Days Before Sam Altman's Denial

OpenAI's letter to the White House requested federal loan guarantees for AI infrastructure, contradicting CEO Sam Altman's claim that the company doesn't want government support.

www.yahoo.com

OpenAI explicitly requested federal loan guarantees for AI infrastructure in an October 27 letter to the White House—which kindly refused the offer.

The 11-page letter, submitted to the Office of Science and Technology Policy, called for expanding tax credits and deploying "grants, cost-sharing agreements, loans, or loan guarantees to expand industrial base capacity" for AI data centers and grid components. The letter detailed how "direct funding could also help shorten lead times for critical grid components—transformers, HVDC converters, switchgear, and cables—from years to months."

The letter:


And the CFO of OpenAI.


If Intel asking for money felt like a facepalm moment, this is a facewall moment.

 

[maddie]

Pics or it did not happen!

View attachment 133461

OpenAI Sought Government Loan Guarantees Days Before Sam Altman's Denial

OpenAI's letter to the White House requested federal loan guarantees for AI infrastructure, contradicting CEO Sam Altman's claim that the company doesn't want government support.

www.yahoo.com

The letter:
View attachment 133462

And the CFO of OpenAI.
View attachment 133463

If Intel asking for money felt like a facepalm moment, this is a facewall moment.

Nailed it.

 

[Golgatha]

https://www.techradar.com/computing/gpu/nvidia-hasnt-canceled-rtx-5000-super-refreshes-as-previously-rumored-but-dont-expect-these-gpus-anytime-soon

My thought is lack of 3GB modules due to allocation to AI (or they're too expensive to use for gaming cards currently...gotta maintain those margins) accelerators, and also there seems to be a glut of current gaming card inventory to sell through. A pause in moving forward with the Super refresh until Q3_26 makes a lot of sense to give both of these issues time to work themselves out.

A side issue might be the ridiculous increase in price for DDR5, which will stunt selling new gaming builds in general; both laptops and desktops due to increased prices. I'm not building anything new until the RAM situation comes back to sanity and I feel like I can't be alone in that thought. Hopefully the release of Zen 6 (hmmm, estimated Q3_26) will come with DDR5 pricing coming back down to earth.