Discussion Nvidia Blackwell in Q1-2025

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Jul 27, 2020
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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

Senior member
Dec 31, 2009
295
98
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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
 
Jul 27, 2020
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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
 
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maddie

Diamond Member
Jul 18, 2010
5,123
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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.
 
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coercitiv

Diamond Member
Jan 24, 2014
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Counter examples?
Counter examples for what? Why?

Poster 1: AMD showed they're catching up in RT.
Poster 2: I have no idea where you see AMD is better than Nvidia at all, they just come up with cloned tech years later.
Poster 3: I see you're very susceptible to marketing.

The response to Poster 1 is just a way to deflect their message, by putting words in their mouth and then attempting to change the narrative towards a favorable and sterile exchange. Worse than this, here's the what Poster 1 really had to say:
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.

Notice how the part about AMD possibly catching up in RT is just a bit of context at the end? Most of what he wrote was about Nvidia focus on AI, it was a completely different discussion that what @reb0rn tried to ignite. @maddie likely noticed the disconnect here and decided to opt for a sarcastic reply instead of the wall of text I'm forced to write in order to prevent an absurd derail of the discussion towards a toxic exchange about how Nvidia innovates and AMD copies.

Most of us are tempted to react to one fo the last replies in the thread without checking the context. It should not be this way, but we do it anyway. I'm guilty of this a lot. This is why I write this knowing very well how the process works: if you're about to reply to a potentially hot topic, check the context and previous replies. Don't help others derail productive and interesting discussions just because they're annoyed their favorite brand is criticized.

Everybody knows Nvidia pushes tech like crazy. Nobody here deines that. The subject was Nvidia's absolute focus on AI which is clearly hurting their consumer lineup. Stay with the subject, ignore the trolls.
 

reb0rn

Senior member
Dec 31, 2009
295
98
101
If the cuda perf per watt can not be now optimized without new process, then what to do, remove AI to gain 10% -20% (even then power use could be more as in games AI is idle) more would that sort anything....... if intel or AMD would see it as big chance they would take it
But no lets hate AI and dream and blame all as kids when they want new toy
 
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