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Jensen Huang keynote at CES 2025 [video]

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Re: Jensen Huang keynote at CES 2025 [video]

#61

Post by arresin »

ksec wrote: post #24
behnamoh wrote: post #2

I liked this part: "one small step at a time, and one giant leap, together." I didn't like this part: 5090 for $2000, about $500 more than 4090 when it was announced. They didn't mention VRAM amount though, and I doubt it's more than 24GB. If Apple M4 Ultra gets close to 1.8 TB/s bandwidth of 5090, it'll crush GeForce once and for all (and for good). Also nitpick: the opening video said tokens are responsible for all…

For what 5090 is offering with 32GB RAM I thought it is a pretty decent price comparatively to 4090. I thought the whole lineup is really well priced.

Good for image generation, inadequate for local llms (on its own).

Re: Jensen Huang keynote at CES 2025 [video]

#62

Post by may_mccheese »

jsheard wrote: post #55
ffsm8 wrote: post #52

Earlier quoted context omitted.

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.

the solution is people will figure how to burn their models onto ASICs cheaply. apple model on iphone, google model on android, etc. This is tantalizing to businesses (1) you have YOUR company's model on lockdown as you see fit (2) iterations or improvements to the model mean you'll need to buy buy buy

Re: Jensen Huang keynote at CES 2025 [video]

#63

Post by WeylandYutani »

bloomingkales wrote: post #31
ksec wrote: 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…

There was something eerily epic about his assertions. To suggest that they are all of those companies is pretty wild. AI is bewitching.

Prepare for Butlerian Jihad.

Re: Jensen Huang keynote at CES 2025 [video]

#64

Post by ninetyninenine »

ksec wrote: 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…

Is GPU improvement is driven more by gaming then by AI hype? Gaming is the biggest industry and there is real money coming from that. Does speculative money from VCs actually overshadow actual money spent by consumers?

I know stock prices is driven by AI hype but how much does it actually effect the bottom line of Nvidia? I think GPU improvement happens regardless of AI.

Re: Jensen Huang keynote at CES 2025 [video]

#65

Post by Jedd »

behnamoh wrote: post #42
aseipp wrote: post #35

Earlier quoted context omitted.

The official specs for the 5090 have been out for days on nvidia.com, and they explicitly state it's 32GB of GDDR7 with a 512-bit bus, for a total of 1.8TB/s of bandwidth.

32GB is still not a lot.

This feels like a weird complaint, given you started by saying it was 24GB, and then argued that the person who told you it was actually 32GB was making that up.

Re: Jensen Huang keynote at CES 2025 [video]

#66

Post by qingcharles »

Permik wrote: post #14
magicalhippo wrote: post #7

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.

It depends totally how you define "hot air" in this instance. Later in the keynote there's a mention how the $549 card achieves the 4090-like rendering performance with DLSS, i.e. not with raw graphics, number crunching horsepower. Personally? It's a no for me dawg, DLSS unfortunately doesn't actually replace the need for the raw GPGPU crunch. For the average layman and a consumer? Nvidia will be selling those GPU's…

Creating the frames with raw GPU is better because they are exactly what the game engine wants to render. But that's unbelievably expensive.

DLSS is absolutely the answer for gaming for the masses. DLSS will continue to improve and is far, far cheaper at creating intermediary frames than rendering them for real.

I buy my cards for AI first and gaming second, though. So DLSS is little use to me. 5090 is a bit of a weak improvement over the 4090 for me, but here we are.

Re: Jensen Huang keynote at CES 2025 [video]

#67

Post by l33tman »

ninetyninenine wrote: post #64
ksec wrote: 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…

Is GPU improvement is driven more by gaming then by AI hype? Gaming is the biggest industry and there is real money coming from that. Does speculative money from VCs actually overshadow actual money spent by consumers? I know stock prices is driven by AI hype but how much does it actually effect the bottom line of Nvidia? I think GPU improvement happens regardless of AI.

"NVIDIA’s financial report reveals that its data center business revenue in FY2Q25 grew by 154% YoY, outpacing other segments and raising its contribution to total revenue to nearly 88%."

Gaming almost doesn't even register in Nvidias revenue anymore.

But I do think Jensen is smart enough to not drop gaming completely, he knows the AI hype might come and go and competitors might finally scrounge up some working SDKs for the other platforms.

Re: Jensen Huang keynote at CES 2025 [video]

#68

Post by qingcharles »

jsheard wrote: post #4
behnamoh wrote: post #2

I liked this part: "one small step at a time, and one giant leap, together." I didn't like this part: 5090 for $2000, about $500 more than 4090 when it was announced. They didn't mention VRAM amount though, and I doubt it's more than 24GB. If Apple M4 Ultra gets close to 1.8 TB/s bandwidth of 5090, it'll crush GeForce once and for all (and for good). Also nitpick: the opening video said tokens are responsible for all…

It's 32GB, that was leaked well before the event. > If Apple M4 Ultra gets close to 1.8 TB/s bandwidth of 5090 If past trends hold (Ultra = 2x Max) it'll be around 1.1 TB/s, so closer to the 4090.

It makes for a hard choice. M4 Ultra with say 128GB of RAM vs ... 2 x 5090 with 64GB of RAM for about the same price?

More tokens/sec on the dual 5090, but way bigger model on the M4.

Plus the dual 5090 might trip your breakers.

Re: Jensen Huang keynote at CES 2025 [video]

#69

Post by kbolino »

ninetyninenine wrote: post #64
ksec wrote: 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…

Is GPU improvement is driven more by gaming then by AI hype? Gaming is the biggest industry and there is real money coming from that. Does speculative money from VCs actually overshadow actual money spent by consumers? I know stock prices is driven by AI hype but how much does it actually effect the bottom line of Nvidia? I think GPU improvement happens regardless of AI.

ML was big before LLMs and nVidia was already making a killing from selling expensive GPUs that would never draw a single polygon ca 2015. They've been hobbling FP64 (double precision) support in cheaper "consumer" GPUs, to prevent their use in most data centers, for a long time too.

Re: Jensen Huang keynote at CES 2025 [video]

#70

Post by AnotherGoodName »

ninetyninenine wrote: post #64
ksec wrote: 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…

Is GPU improvement is driven more by gaming then by AI hype? Gaming is the biggest industry and there is real money coming from that. Does speculative money from VCs actually overshadow actual money spent by consumers? I know stock prices is driven by AI hype but how much does it actually effect the bottom line of Nvidia? I think GPU improvement happens regardless of AI.

https://s201.q4cdn.com/141608511/files/doc_financials/2025/Q...

Datacenter revenue alone is ~10x of gaming. The datacenter revenue is thought to have literally ~100x the earnings all up (H100 and 4090 have similar transistor counts but the H100 sells for over $30k while the 4090 sells for $2k which indicates huge margins).

Gaming is pretty much insignificant for nvidia. That’s why nvidias stock has 10x’ed recently and their PE looks better now than it did 5 years ago despite that stock increase. They found a new market that dwarfs their old market.

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