There are a few subquestions that I’ve had trouble finding numbers on with a quick search. Asking these questions mostly because they seem important for forecasting compute trends.
How many units of each model (i.e A100, 3090, etc) does NVIDIA make per month?
Which of these use the same dies but have constrained supply ratios due to binning? What do these ratios look like/can they change if NVIDIA decides to focus on high end GPUs?
How much of the total global silicon capacity at the latest process node does this take up? How hard would it be for NVIDIA to scale up by squeezing out other silicon usages?
[Question] How many GPUs does NVIDIA make?
There are a few subquestions that I’ve had trouble finding numbers on with a quick search. Asking these questions mostly because they seem important for forecasting compute trends.
How many units of each model (i.e A100, 3090, etc) does NVIDIA make per month?
Which of these use the same dies but have constrained supply ratios due to binning? What do these ratios look like/can they change if NVIDIA decides to focus on high end GPUs?
How much of the total global silicon capacity at the latest process node does this take up? How hard would it be for NVIDIA to scale up by squeezing out other silicon usages?