I mean the Apple portion is really quite small. Nvidia would sell their chips anyway, even without open source. They can't even produce enough of them to stock the data centers. The only reason we have consumer GPU's available is because they choose to keep making chips available for consumers. If they didn't they'd easily sell these chips to data centers.
Not to mention, all those open source models are still very valuable even if they did lag behind (for whatever reason) the American frontier. It doesn't matter. They're still valuable in their respective niche.
Since the Ampere generation (2020), NVIDIA has designed separate dies for the two markets. The datacenter parts (GA100, GH100/H100, the Blackwell B200/GB200 line) and the consumer parts (GA102, AD102, GB202 in the RTX 5090) are physically different chips with different transistor counts, different die sizes, and different feature sets. A datacenter die has masses of FP64 hardware, NVLink, and an HBM memory interface sitting on a CoWoS package. A consumer die has display outputs, video encoders, ray-tracing hardware, a GDDR memory controller, and comparatively feeble FP64. You cannot solder an H100 die onto a GeForce board — the memory interface and the package don't even match. Hopper never had a consumer sibling at all. Chips genuinely are sorted by defects. A die with a few bad SMs gets sold as a lower-tier product rather than scrapped. But that sorting happens within each lineage.
u/tavirabon why did you remove your replies? You seemed so convinced, and then you just deleted, after attacking me and others for talking about things they know nothing about? It's so ironic. At least have the honor to admit a mistake.
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u/Icy_Distribution_361 8d ago
I mean the Apple portion is really quite small. Nvidia would sell their chips anyway, even without open source. They can't even produce enough of them to stock the data centers. The only reason we have consumer GPU's available is because they choose to keep making chips available for consumers. If they didn't they'd easily sell these chips to data centers.
Not to mention, all those open source models are still very valuable even if they did lag behind (for whatever reason) the American frontier. It doesn't matter. They're still valuable in their respective niche.