Discussion Nvidia Blackwell in Q1-2025

[igor_kavinski]

I don't know if they were afraid so much as they realized there was an absolutely massive pile of money free for the taking by getting to it first.

That's assuming that the existing customers with their massive AI deployments get enough ROI to consider moving to the nextgen as soon as it is released. I have my doubts on that. No one has unlimited money to burn and at some point, the market will be overflowing with used AI hardware which may become affordable for newer startups and cause more disruption for the bigger players, just like Deepseek did.

Jensen seems to be betting on AI demand going on forever but how long before everyone hits some roadblock where almost everyone has the same thing to offer to their paying customers and then the weaker companies start dying off one by one? RDNA4 has shown that Nvidia isn't the end all and be all of RT and if RDNA5 is able to do path tracing as well as or better than RTX 6000 series, Nvidia may face the Geforce FX situation all over again.

 

[reb0rn]

I have no idea where you seen AMD better then NV at all, they are for all late 2y and even then they are not even on par... for most tech they wait for NV then they make their clone tech version mostly not better then worst

 

[igor_kavinski]

for most tech they wait for NV then they make their clone tech version mostly not better then worst

Maybe stop playing all console ports since they were made for clone tech? After all, if the ports are targeting inferior technology then what you are getting in the ported game is something very inferior that cannot properly utilize the superior Nvidia tech.

Who cares about DirectX or Vulkan or standards?

Please stay professional/civil and avoid that kind of baiting language. I have removed it. -AT Moderator Shmee

 

[maddie]

I have no idea where you seen AMD better then NV at all, they are for all late 2y and even then they are not even on par... for most tech they wait for NV then they make their clone tech version mostly not better then worst

Very susceptible to marketing I see.