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brookst • yesterday at 8:22 PM • 1 reply • view on HN

Nvidia’s chips aren’t usually on the latest nodes. The M5 is in N3P, Blackwell is N4P. M6 is expected to be on an N2 node while Rubin is N3P.

I don’t think Nvidia even has an N2 chip announced, could be wrong through.

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aurareturn • yesterday at 8:39 PM

  Nvidia’s chips aren’t usually on the latest nodes.
Not yet. The primary reason is because most AI chips are full reticle sized which means the first year yields likely won't be very cost effective. It takes a new node a few years to fully mature in terms of yield. Little iPhone A series and server CPU chiplets are perfect for new nodes.

That said, Nvidia will certainly try to move smaller and lower volume chips in future generations to the most cutting edge node such as their CPUs, networking chips. Vera Rubin has 7 unique chips. They don't need be all on the same node, and they're not.

AMD is taking up much of the N2 supply with their Epyc CPUs this year. There is no doubt in my mind that Nvidia, ARM, Graviton will try to book as much of the most cutting edge node as possible for their future enterprise CPUs given that AMD has done it for N2. I can see enterprise CPUs becoming equal launch partners to TSMC nodes as Apple. Agentic AI is going to cause a huge demand increase in CPUs.

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