alt Hacker NewsAre their enterprise orders slowing down? Why use precious maxed out fab capacity on consumer stuff when it could be an enterprise chip?
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This chip was designed before the shortages. I think they'll order just enough units to say they released it but not enough to put a dent in Rubin.
It uses LPDDR5X instead of VRAM and will still sell for a premium while pushing their presence even further in every side of the AI market. This was one area AMD was ahead in and now Nvidia is probably better off making this to compete on that front while still being better off than making a 5090.
It already is an enterprise chip. This is about Microsoft not having the equivalent of an M3 Max or whatever laptop.
And maybe for NVIDIA and MS it is also about them quietly betting that local models are, in fact, going to be good enough for most tasks pretty soon.
This is an enterprise offering. It'd take a guess its to try and stop the bleeding over to macOS. This launch, plus WSL containers, their own de-bloat winget config, mxc, etc. all seems like they're saying "pls stop leaving for macOS, see, Windows can be a great dev machine too."