| it wouldn't be uncommon for the fab not to be announced or not announced up front. it's not really a consumer-facing spec, and it's not NVIDIA's announcement to make. samsung and intel foundry services are both serious possibilities imo, NVIDIA is incredibly portable across nodes and will take advantage of anything that's cheap and makes sense as a product. for example pascal used samsung 14LPP for the 1050 and 1050 Ti, and the A100 was taped out on TSMC 7nm (not samsung 8nm), etc. They are actually quite diversified, they have a product foothold on almost every node that matters, if Samsung suddenly becomes a blazing deal they're ready to go. Etc. they also already signed a semicustom licensing deal with Mediatek last year, this is part of an overall trend of NVIDIA pivoting towards licensing and platform. ARM wasn't a play to sell more Tegras, it was a play to have GeForce be the default IP for the base tier ARM licenses. https://corp.mediatek.com/news-events/press-releases/mediate... in a world where software innovation is replacing hardware innovation... platform is king. He's struck gold, now he is trying to convert it into platform. And with Sony pivoting towards AI/ML and RT upscaling with PS5 Pro, they will be essentially on par with Ada in broader feature set. And the Playstation API is a platform worthy to rival his own, Sony is uniquely positioned to go after him in the AI market and leverage studios into creating some value for them (especially with CPU speeds not increasing - use the tensors or don't, I guess!). Apple is surging ahead with Metal too - they have an excellent platform as well. His time is not unlimited here. https://www.resetera.com/threads/tom-henderson-ps5-pro-specs... |