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Jensen Huang keynote at CES 2025 [video]

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Re: Jensen Huang keynote at CES 2025 [video]

#51
post #27

I actually got a lot more upbeat about the potential of AI after watching this keynote more so than any other demonstration or presentation. Blackwell is still based on N4, a derivative of 5nm. We know we will have N3 GPU next year, and they should be working with TSMC on capacity planning for N2. Currently Blackwell is pretty much limited by capacity of either TSMC, HBM or packaging. And unless the AI hype dies off…

How would shrinking the processor size help if the current GPU generation is already completely bottlenecked by VRAM bandwidth saturation?

We aren't seeing nearly the same gains on VRAM bandwidth as we are on compute bandwidth

Re: Jensen Huang keynote at CES 2025 [video]

#52
post #27

I actually got a lot more upbeat about the potential of AI after watching this keynote more so than any other demonstration or presentation. Blackwell is still based on N4, a derivative of 5nm. We know we will have N3 GPU next year, and they should be working with TSMC on capacity planning for N2. Currently Blackwell is pretty much limited by capacity of either TSMC, HBM or packaging. And unless the AI hype dies off…

How would shrinking the processor size help if the current GPU generation is already completely bottlenecked by VRAM bandwidth saturation? We aren't seeing nearly the same gains on VRAM bandwidth as we are on compute bandwidth

Well, at least this generation almost doubles that bandwidth, right?

Re: Jensen Huang keynote at CES 2025 [video]

#53
post #44

Earlier quoted context omitted.

5g, wifi, bluetooth etc. what makes a mobile processor monile processor other than the CPU

yeah, those are just modules that anybody can just buy. NVIDIA already makes jetsons which are basically SBCs with decent GPU. so again, what does Mediatek provide?

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Re: Jensen Huang keynote at CES 2025 [video]

#54

As someone who has gone pretty deep in to robotics over the last 9 years I skipped right to the physical AI portion, and wasn't impressed. This has been stated on HN in most robotics threads, but the core of what they show, once again, is content generation, a feature largely looking for an application. The main application discussed is training data synthesis. While there is value in this for very specific use cases…

[deleted]

Re: Jensen Huang keynote at CES 2025 [video]

#55
post #52

Earlier quoted context omitted.

How would shrinking the processor size help if the current GPU generation is already completely bottlenecked by VRAM bandwidth saturation? We aren't seeing nearly the same gains on VRAM bandwidth as we are on compute bandwidth

Well, at least this generation almost doubles that bandwidth, right?

The flagship is an outlier there since it went from 384bit to 512bit memory. There was no such bus width increase for the rest of the stack so the gains are more modest, 4080 to 5080 is only a 34% improvement.

Re: Jensen Huang keynote at CES 2025 [video]

#56
post #46

AMD barely mentioned their next-gen GPUs, NVIDIA came out swinging right from the start. AMD announced two new models which by their own cryptic slide wouldn't even compete with their current top-end. Then NVIDIA came and announced a 4090-performance GPU for $549... If that's not just hot hair from NVIDIA, I totally get the business decision from AMD but man, would love some more competition in the higher end.

4090 (no frame generation) performance with a $549 card (4x frame generation), isn’t it? In other words, the same performance at somewhere in the range of 2x-3.5x lighter workload. In other words, vastly different performance under same workload. It is veeery on the edge of false advertisement for them to omit the information in parentheses until later in the presentation. :) That line should have been “4090 frame ra…

From what I've read and heard, the 4090 was with single-frame generation.

Anyway, my point with those lines was to highlight just how defensive AMD was vs how offensive NVIDIA was.

Re: Jensen Huang keynote at CES 2025 [video]

#57
post #39

AMD barely mentioned their next-gen GPUs, NVIDIA came out swinging right from the start. AMD announced two new models which by their own cryptic slide wouldn't even compete with their current top-end. Then NVIDIA came and announced a 4090-performance GPU for $549... If that's not just hot hair from NVIDIA, I totally get the business decision from AMD but man, would love some more competition in the higher end.

AMD is not ready to have a full announcement for their new consumer GPUs: https://morethanmoore.substack.com/p/where-was-rdna4-at-amds...

I knew this at the time of writing, should have worded myself better.

Re: Jensen Huang keynote at CES 2025 [video]

#58
post #25
post #8

Earlier quoted context omitted.

AMD has strategically decided to abandon the enthusiasts market [0]. Really sad that nvidia's monopoly has got solidified even further. That's one of the reasons I contribute to Apple's MLX instead of CUDA. 0: https://www.techradar.com/computing/gpu/amd-announces-new-ra... Update: typical HN behavior. someone is downvoting all my comments one by one...

>Update: typical HN behavior. someone is downvoting all my comments one by one... You cant downvote older comments or comments older than 1 / 2 days.

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Re: Jensen Huang keynote at CES 2025 [video]

#60
post #27

I actually got a lot more upbeat about the potential of AI after watching this keynote more so than any other demonstration or presentation. Blackwell is still based on N4, a derivative of 5nm. We know we will have N3 GPU next year, and they should be working with TSMC on capacity planning for N2. Currently Blackwell is pretty much limited by capacity of either TSMC, HBM or packaging. And unless the AI hype dies off…

[deleted]
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