I hate to sound like a redditor, but what's the evidence for this? 32 GB isn't much for AI, and the consumer-grade cards aren't designed to be mounted in parallel inside a small form factor. Sure, I'm acquainted with people who have built commercial HPC/AI servers out of 8x4090s mounted in parallel, but they voided the warranty on the cards to do it.
I believe the 30B parameter LLMs are intended to fit into 32 GB of VRAM, and there will be other AI workloads that can benefit. Instead of optimizing things like Stable Diffusion to use less, users will be looking to see how they can use more.
Previously I shared the false rumor of the 5090 being 448-bit and 28 GB (maybe 5090D Chyna edition?), which would have been the proper choice if Nvidia wanted to cheap out for gaymers and avoid some further cannibalization. Workstation cards with the same die could be packing 64 GB, or maybe 48/96 GB when using 3 GB GDDR7 modules later.
I recall the RTX 3090 supported some Quadro driver features including "NVLink bridge" for connecting multiple, but these were removed by the next generation.
"Compute" has given way to AI, and that will be the primary reason to buy the 5090. Sure, there will be rich gaymers who will buy it solely for gayming. While some cannibalization will occur with the 5090, the same dies with the best yields will likely be sold as RTX Quadros with 64-96 GB VRAM. Meanwhile, the real Blackwell shit is going to be packing 288 GB of HBM soon.
Selling out fast enough that market share is infinity % higher* than it was last year.
*It was 0% last year.
It was ~0% despite there being Arc Alchemist. What will it be after a few months of Battlemage being on the market? Selling out fast can be a result of high demand or low supply. If I search B580 on Newegg, I have the option of getting it for $379 from China. Weekly resupplies have been promised, but these will still have been produced in the low millions. It's also possible that Intel is losing money on each card, which would be unsustainable.
Bottom line is, Intel is a tricky company, and we shouldn't expect Intel's Battlemage to take significant market share or force AMD or Nvidia to adjust pricing. I will consider buying a B
380 though.