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"Nvidia is so far ahead that all the 4090s are nerfed to half speed"

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101–110 of 186 posts

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#101

Between EVGA getting out of the Nvidia card business, Nvidia continuing to be problematic under Linux (even if that’s improving), all the nonsense with the new power connector, and the company’s general sliminess, I’m increasingly leaning towards an AMD (or potentially Intel) card for my next tower upgrade. AMD and Intel might only be competing in the entry-to-midrange market sector but my needs aren’t likely to exce…

AMD has inexplicably decided not to invest in software. Just like car manufacturers don't realize that a shitty infotainment system can keep people from buying the $100k car, AMD doesn't seem to realize that people aren't buying a GPU for ML if their ML framework doesn't run on it... And this goes down to consumer drivers too. I've sworn to myself that I'm not buying AMD for my next laptop, after endless instability…

I have AMD in my desktop and my laptop and it has been pretty good under Linux (I use Fedora) the past year or two. AMD definitely was late to the game, and I still don't think they care as much as they should, but they are definitely working on it. I've been easily running GPU accelerated Ollama on my desktop and laptop through ROCm.

AMD is definitely not perfect but I don't think it's fair to say they decided not to invest in software. Better late than never, and I'm hoping AMD learned their lesson.

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#102
post #79

Earlier quoted context omitted.

> How do you wanna restore a blown fuse on nanometer level INSIDE the GPU die. Its simply not possible. Bullshit. There will be hackers in the future who can do it in their garage. Just... not anytime soon. > By the way, AMD also uses fuse blowing if you e.g. overclock some of their CPUs to mark them as warranty voided. They give you a warning in the BIOS and if you resume a fuse inside the CPU gets blown that will p…

> Bullshit. There will be hackers in the future who can do it in their garage. Just... not anytime soon. I'll take your bet on this. Silicon designers aren't unaware of this potential vulnerability, and if you want to prevent eFuses from being un-blown, you can design for that. I would place money on there not being any commercially viable way to restore an eFuse in a 4090 die at any point in the future. You can prob…

> You can probably do it, but it would require millions of dollars in FIB and SEM equipment and likely would destroy the chip for any useful purpose.

The price tag and size of these things are what I'm talking about. SOME day it will get much cheaper and smaller. A 4090 will be useless at that point, but I still play with 8086s and vacuum tubes, so...

No point in betting though. We'll both be dead by then.

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#103
post #52

NVIDIA is obviously not above market segmentation via dubious means (see: driver limitations for consumer GPUs), but I think binning due to silicon defects is a more likely explanation in this case. Some 4090s have this extra fp16 -> fp32 ALU disabled because it's defective on that chip. Other 4090s have it disabled because it failed as an Ada 6000 for some other reason, but NVIDIA didn't want to make a 4095 SKU to s…

I don't even understand why binning non-defect cards is dubious.

It's like the logic people have on /r/pcmasterrace is that if they didn't bin, they would just release all 4090s at 4080 prices. No, there would just be less 4080s for people to buy. No chip maker is going to sell their chips at sub-market rates just because they engineered them to/have a fab that can produce them at very low defect rates.

Now, Nvidia certainly has done dubious things. They've hurt their partners (EVGA, you're missed), and skyrocketing the baseline GPU prices is scummy as hell. But binning isn't anything I necessarily consider dubious.

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#104
post #52

NVIDIA is obviously not above market segmentation via dubious means (see: driver limitations for consumer GPUs), but I think binning due to silicon defects is a more likely explanation in this case. Some 4090s have this extra fp16 -> fp32 ALU disabled because it's defective on that chip. Other 4090s have it disabled because it failed as an Ada 6000 for some other reason, but NVIDIA didn't want to make a 4095 SKU to s…

Depending on who you ask, binning is segmentation. Generally demand isn't going to exactly match how the yields work out, so companies often take a bunch of perfectly good high-end chips, nerf them, and throw them in the cheapo version. You used to be able to (and still can, in some cases) take a low-end device and, if you'd won the chip lottery, "undo" the binning and have a perfectly functional high-end version. For some chips, almost all the nerfed ones had no defects. But manufacturers like nVidia hated it when customers pulled that trick, so they started making sure it was impossible.

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#105
post #24
post #4

Binning and market segmentation are not mutually exclusive. Of course they're going to put their best-performing chips in the most expensive segment.

The difference is whether chips with no defects get artificially binned. In a competitive market, if you have a surplus of top-tier chips, you lower prices and make a little more $$ selling more power. With a monopoly (customers are still yours next upgrade cycle), giving customers more power now sabotages your future revenue.

I don't think anyone has ever gone to TSMC and said "hey we're short on our low end chips, can you lower your yields for a bit?"

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#106
post #38

Earlier quoted context omitted.

Intel didn't do a lot of things...

The Pentium math bug, Puma cablemodems, their shitty cellular modems that are far worse than Qualcomm's, gigabit chipset issues, 2.5GB chipset issues, and now the 13th/14th gen CPUs that destroy themselves. And we just gave them billions in tax dollars. Failing upwards...

Atom C2000 waves from behind all this crowd!

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#107
post #56

Earlier quoted context omitted.

Or the 90% are charged absurd markup because clearly they can deliver the hardware for 10% use-case for 1000$ and still make money on top but they would rather charge the data centers 50k for the same product

Or they can't afford to sell the cards at consumer prices. If they take a loss in the consumer segmet, they can recoup by overcharging the datacenter customers. That's how this scheme works. The card is most likely not profitable at consumer price points. Without this segmentation, consumer cards would trail many years behind the performance of datacenter cards.

You can theorize a million scenarios, but clearly no one here will know what really transpired for Nvidia to hobble their consumer chips. I really don't think consumer is loss leading, GPUs for AI is a fairly recent market while Nvidia has existed churning out consumer GPUs since 90s.

But clearly, lack of competition is one thing that supports whatever rent Nvidia seeks.

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#108
post #52

NVIDIA is obviously not above market segmentation via dubious means (see: driver limitations for consumer GPUs), but I think binning due to silicon defects is a more likely explanation in this case. Some 4090s have this extra fp16 -> fp32 ALU disabled because it's defective on that chip. Other 4090s have it disabled because it failed as an Ada 6000 for some other reason, but NVIDIA didn't want to make a 4095 SKU to s…

I don't even understand why binning non-defect cards is dubious. It's like the logic people have on /r/pcmasterrace is that if they didn't bin, they would just release all 4090s at 4080 prices. No, there would just be less 4080s for people to buy. No chip maker is going to sell their chips at sub-market rates just because they engineered them to/have a fab that can produce them at very low defect rates. Now, Nvidia c…

> No, there would just be less 4080s for people to buy.

Sure, and more 4090s at a lower price.

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#109
post #79

Earlier quoted context omitted.

> Bullshit. There will be hackers in the future who can do it in their garage. Just... not anytime soon. I'll take your bet on this. Silicon designers aren't unaware of this potential vulnerability, and if you want to prevent eFuses from being un-blown, you can design for that. I would place money on there not being any commercially viable way to restore an eFuse in a 4090 die at any point in the future. You can prob…

> You can probably do it, but it would require millions of dollars in FIB and SEM equipment and likely would destroy the chip for any useful purpose. The price tag and size of these things are what I'm talking about. SOME day it will get much cheaper and smaller. A 4090 will be useless at that point, but I still play with 8086s and vacuum tubes, so... No point in betting though. We'll both be dead by then.

I’d still take the bet. FIB and SEM stuff is highly specialized and miniaturizing it to be obtainable by a garage user seems unlikely even in the distant future. Either way, you still couldn’t take a 4090 and make it functional as a 6000 series. You’d destroy it in the process if it was even possible at all.

Re: "Nvidia is so far ahead that all the 4090s are nerfed to half speed"

#110

Earlier quoted context omitted.

> NVidia has software moat for specialized applications but not for AI, which is responsible for most of their sales now. Almost everyone in AI uses pytorch/jax/triton/flash attention and not CUDA directly And what does pytorch et al. use under the hood? cuBLAS and cuDNN, proprietary libraries written by NVidia. That is where most of the heavy lifting is done. If you think that replicating the functionality and perfo…

Did you read the last part? Pytorch uses drivers, and drivers exists for Google's TPU and Apple's M1 GPU as well and both works pretty well. I have tested both and it reaches similar MFU as Nvidia.

Are M1 GPUs available for data center deployment at scale? Are Google TPUs available outside of Google? Can Amazon or Microsoft or other third parties deploy them?

Anyone that wants off the shelf parts at scale is going to turn to Nvidia.

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