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Faced with thermal design issues on its new generation of Blackwell GPUs, Nvidia has reportedly chosen to prioritize chips for data centers, and by extension AI, to the detriment of those intended for the general public. The launch of the GeForce RTX 5000 could be affected.
Should we prepare for a delayed launch for Nvidia’s next-gen GeForce RTX 5000 graphics cards? The question can reasonably be asked in light of the information relayed this week by WCCFTech. We learn that the firm was forced to reorganize following thermal design problems encountered with its new “Blackwell” architecture, common to the brand’s future server GPUs, but also to its next GeForce consumer chips.
In this case, Nvidia would have been faced with differences in thermal expansion (CTE) between the two dies of its new GPUs, the LSI bridge, the RDL interposer and the main substrate. These deviations were visibly causing a deformation of the chips and, in finea global system failure. Nvidia would therefore have been forced to review the design of the upper metal layer of its new GPUs, but also part of their internal design.
AI and business first… will gamers wait?
These changes, which we imagine were made in a hurry, have apparently borne fruit, but it seems that they have pushed Nvidia to make a choice in terms of production. And without much surprise given the immense demand from companies for chips tailored for AI, the firm would therefore prioritize for the moment the mass production of Blackwell GPUs intended for data centers. Those which are precisely responsible for processing the mounds of data churned daily by generative AI.
It must be said that it is these products, and not the graphics cards dedicated to gamers, which are the most strategic for the company. It is with them that Nvidia generates a large part of its revenues.
Also faced with the everlasting bottleneck of mass production at its partner TSMC (which is overwhelmed by orders and whose production capacities are not easily expandable), Nvidia would therefore choose to first satisfy companies with Blackwell chips designed for AI and data processing, then to launch Blackwell GPUs intended this time for the consumer GeForce RTX 5000.
These could thus come to fruition… not in the coming weeks, but at the very end of 2024, or even at the beginning of 2025. Some sources are already mentioning a launch postponed to CES 2025.
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