NVIDIA just announced its Blackwell GPUs for AI and now eyes are all set on its gaming parts which are rumored to feature the same TSMC 4NP node.
It was previously expected that NVIDIA was going to leverage the TSMC 3nm process node for the gaming chip but that plan has seemingly changed as Kopite7kimi now states both Blackwell AI Tensor Core and Gaming GPUs to be fabricated on a very similar process node. Just a few hours ago, we came to know that NVIDIA will be using TSMC's 4NP node, a variation of the 5nm node that was already used for Ada Lovelace and Hopper GPUs.
It is stated that the new process node will allow a 30% increase in transistor density which can lead to higher performance gains but the actual efficiency advantages are yet to be explained. TSMC doesn't explicitly state the 4NP process node anywhere on its webpage. They only mention N4P & which is also mentioned as an extension of the N5 platform with an 11% performance boost over N5 and a 6% boost over N4.
We know that the previously used 4N process node for Ada GPUs was simply N5 (5nm) in disguise with some NVIDIA-exclusive optimizations. NVIDIA also revealed that it has worked with TSMC and Synopsys to leverage the game-changing CuLitho technology to make sure that the production and manufacturing of these new-gen Blackwell AI Tensor & Gaming GPUs go smoothly so that they can be delivered to customers on time.
Other than the process node, NVIDIA is also expected to deliver some big gains on the L1 cache side. It is stated that GB202, the flagship Blackwell Gaming GPU, will have significant improvements versus AD102 and GA102 which will allow the increase in SM throughput. Kopite7kimi also shed some light on the configuration of Blackwell GB202
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