NVIDIA Launches China-Exclusive GeForce RTX 4090D: Has Reduced Shader Cores

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I know the article says it's a modified AD102, but did they actually remove the cores physically or just disable them through software? Would love to see a circuit diagram of this modified core to know for sure. My guess is that Nvidia went the LHR-pattern with soft locks. If that's the case, any bets on how long it will take China to break them? I put the effort at about 3, maybe 4 weeks. Not that we'll hear about it, and if we do I doubt anything changes. Nvidia will have restored a major flow of profit and ensure they don't have to lower prices in the consumer market any time soon. They'll just shift supply of 4090 chips over to China and profits will go back up. 5-10 years probably see a major shift away from selling consumer GPUs at all. Why bother? AI, compute, and cloud gaming are all growing in demand year over year. We (DIYers) are just a drop in the bucket to their server and SoC component sales.
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Monolyth:

I know the article says it's a modified AD102, but did they actually remove the cores physically or just disable them through software? Would love to see a circuit diagram of this modified core to know for sure. My guess is that Nvidia went the LHR-pattern with soft locks. If that's the case, any bets on how long it will take China to break them? I put the effort at about 3, maybe 4 weeks. Not that we'll hear about it, and if we do I doubt anything changes. Nvidia will have restored a major flow of profit and ensure they don't have to lower prices in the consumer market any time soon. They'll just shift supply of 4090 chips over to China and profits will go back up. 5-10 years probably see a major shift away from selling consumer GPUs at all. Why bother? AI, compute, and cloud gaming are all growing in demand year over year. We (DIYers) are just a drop in the bucket to their server and SoC component sales.
My thinking as well, if it's a driver / firmware (VBIOS) lock it's bound to be undone in a matter of weeks.
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fantaskarsef:

undone in a matter of weeks
Days, hours or minutes. 😛
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More AI exploitation until it unlocks...
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Monolyth:

I know the article says it's a modified AD102, but did they actually remove the cores physically or just disable them through software? Would love to see a circuit diagram of this modified core to know for sure. My guess is that Nvidia went the LHR-pattern with soft locks. If that's the case, any bets on how long it will take China to break them? I put the effort at about 3, maybe 4 weeks. Not that we'll hear about it, and if we do I doubt anything changes. Nvidia will have restored a major flow of profit and ensure they don't have to lower prices in the consumer market any time soon. They'll just shift supply of 4090 chips over to China and profits will go back up. 5-10 years probably see a major shift away from selling consumer GPUs at all. Why bother? AI, compute, and cloud gaming are all growing in demand year over year. We (DIYers) are just a drop in the bucket to their server and SoC component sales.
I wouldn`t be surprised if those cards are using defective chips instead of regular ones disabled by software. After all, Nvidia must have a good number of chips that aren`t good enought and this way they have a customer for them.
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The "D" stands for "D*ckless?"
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H83:

I wouldn`t be surprised if those cards are using defective chips instead of regular ones disabled by software. After all, Nvidia must have a good number of chips that aren`t good enought and this way they have a customer for them.
I would agree that some stock will come from poor yields as it would be stupid of Nvidia not to with such a large monolithic chip design. Low yield inventory will only last so long and the demand from a country deprived of many sources of HPC parts is going to be extremely high. There's no way they fill orders through 2024 with just low yields whether it comes straight from the line or from surplus of low yield stock.
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Monolyth:

I know the article says it's a modified AD102, but did they actually remove the cores physically or just disable them through software? Would love to see a circuit diagram of this modified core to know for sure. My guess is that Nvidia went the LHR-pattern with soft locks. If that's the case, any bets on how long it will take China to break them? I put the effort at about 3, maybe 4 weeks. Not that we'll hear about it, and if we do I doubt anything changes. Nvidia will have restored a major flow of profit and ensure they don't have to lower prices in the consumer market any time soon. They'll just shift supply of 4090 chips over to China and profits will go back up. 5-10 years probably see a major shift away from selling consumer GPUs at all. Why bother? AI, compute, and cloud gaming are all growing in demand year over year. We (DIYers) are just a drop in the bucket to their server and SoC component sales.
The article does cover that.
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southamptonfc:

The article does cover that.
An altered configuration is stated, but it could also just be marketing double-speak. Just enough to skirt any potential "issues" in the future. Until I see proof otherwise I shall remain skeptical. 🙂
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Monolyth:

An altered configuration is stated, but it could also just be marketing double-speak.
hmm, no, it's quite specific - "include performance constraints at the firmware and driver levels, a unique ASIC code, and a distinct device ID that hinders BIOS modifications"
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southamptonfc:

hmm, no, it's quite specific - "include performance constraints at the firmware and driver levels, a unique ASIC code, and a distinct device ID that hinders BIOS modifications"
Alright, I can admit when I'm wrong, but I'm only 25% wrong. 😀 An ASIC change would be a hardware-level change. But does it tell us what ASICs received a downgraded design? Everything else is a software problem / area of concern: Firmware, driver, device ids can be spoofed so no idea why they even mentioned this. Anyways, good conversation. Hope you have a lovely new year!
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the sm's are fused.
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Ok someone help me understand this restriction to china.... So the USA government forbids the trade of 4090 in china so they can use bleeding edge in ai training and applications as such ....but a version of the same hardware nerfed 5-10% is ok ? Do they pat themselves in the back and believe they stopped anything...or it will stop em from buying 10% more GPUs ? It seems so pointless to me .
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Venix:

Ok someone help me understand this restriction to china.... So the USA government forbids the trade of 4090 in china so they can use bleeding edge in ai training and applications as such ....but a version of the same hardware nerfed 5-10% is ok ? Do they pat themselves in the back and believe they stopped anything...or it will stop em from buying 10% more GPUs ? It seems so pointless to me .
Ideally they would ban all GPU/hardware sales to China but then Nvidia and others would complain and they could stop promoting the politics that want to band hardware sales to China and in turn they would help others if they allowed the same sales. So, to make everyone happy, they let Nvidia sell a slightly crippled 4090, this way politicians can say they are acting strong against China and Nvidia can continue to make money... It`s a question of politics and pretending to be tough against China...
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H83:

Ideally they would ban all GPU/hardware sales to China but then Nvidia and others would complain and they could stop promoting the politics that want to band hardware sales to China and in turn they would help others if they allowed the same sales. So, to make everyone happy, they let Nvidia sell a slightly crippled 4090, this way politicians can say they are acting strong against China and Nvidia can continue to make money... It`s a question of politics and pretending to be tough against China...
Actually it's about isolating Russia further, but I'll leave it at that.