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by ChuckNorris89
1082 days ago
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But then what's stopping cloud customers from scalping up all the consumer GeForce stocks for cheap and putting those in the data center like in the crypto mining days? Cloud customers can afford to pay more for those GPUs than gamers because they generate revenue with them, gamers don't. So it make sense to have some product segmentation in place to prevent one market completely cannibalizing the other while leaving Nvidia with less profits. The current situation is still caused by manufacturing constraints at TSMC for the cutting edge nodes which both the consumer and data center parts occupy so it makes sense for Nvidia to prioritize the higher margin parts. There have been great points made that Nvidia should split into Nvidia, the general compute company oriented to data center customers with deep pockets, and in GeForce, the gaming GPU company with access to all the cutting edge tech of Nvidia but seeks to be more scrappy and optimize designs for rasterization performance rather than generic compute and chases smaller die sizes on cheaper nodes to be price competitive. This way the data center compute market will stop cannibalizing consumer gaming one and we'll be back to having better GPUs at competitive prices. |
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But the real issue is physical form factor and power. As has been noted in the press, etc, something like an RTX 3090 (and more so 4090) is literally designed to push frames as fast as possible power and heat be damned. They're multi-slot (which results in poor density), have card design/cooling challenges, power configuration issues, etc.
There's a story out there about the only dual-slot RTX 3090. Gigabyte came up with one (I have several - they're great) but supposedly Nvidia put pressure on them to pull them from the market[0] because people were putting them in x8 server configurations and using them instead of their much more expensive datacenter products.
[0] - https://www.tomshardware.com/news/gigabyte-rains-partners-pa...