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  • #49896 S_x96x_S addikt
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    addikt

    TomsHW :
    AMD will beat Nvidia to launching AI GPUs on the cutting-edge 2nm node — Instinct MI450 is officially the first AMD GPU to launch with TSMC's finest tech

    az AMD sokat kockáztat - TSMC 2nm -el,
    vs . [ nVidia ( RUBIN ) TSMC N3 ( N3P) ]

    de ha bejön neki, akkor
    nincs akadálya a 2nm -es high-end Gaming GPU -nak se.
    ( persze ez attól is függ, hogy az MI450 gpu chipletjeit mennyire lehet már gaming-re használni ~ vagyis az UDNA képessége milyen. )
    Habár szerintem az OpenAI ~ 0.5 - 1 évre lekötötte az AMD - 2nm-es kapacitását, úgyhogy nem vagyok abban optimista, hogy consumer szintre is jut az elején.

    """
    Indeed, N2 promises tangible — as TSMC calls them 'full node' — improvements compared to predecessors, such as a 10% to 15% performance improvement at the same power or complexity, or a 25% to 30% power reduction at the same frequency, along with a 15% increase in transistor density compared to N3E. The key advantage of the new production node will be gate-all-around (GAA) transistors that enable developers to tailor designs for maximum efficiency when using design and technology co-optimization (DTCO). Overall, by migrating to N2, AMD will obtain a broad set of benefits that include performance efficiency and transistor density.

    Nvidia has already announced that its next-generation Rubin GPUs will be produced using one of TSMC's N3 technologies (presumably N3P tailored for Nvidia's needs), so AMD's Instinct MI450 will have an edge over its key rival when it comes to manufacturing process. AMD's Helios rack-scale solution with 72 Instinct MI450 GPUs will also carry more HBM4 memory (31TB vs 21TB) and offer more memory bandwidth (1,400 TB/s vs 936 TB/s) compared to Nvidia's Rubin-based NVL144 machine. However, Nvidia's next-generation rack-scale solution will offer tangibly higher FP4 (well, NVFP4) performance compared to AMD's Helios (3,600 PFLOPS vs 2,900 PFLOPS), so it remains to be seen which of the systems will be faster and more power efficient, especially given uncertainties with UALink scale-up interconnections for the Instinct MI450-series GPUs.
    ""

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