It appears like 2024 will go down as the second consecutive year without any new GPU generation launch from either NVIDIA or AMD. Kopite7kimi, a reliable source with NVIDIA leaks, says that the GeForce RTX 50-series "Blackwell" generation won't see a debut before the 2025 International CES (January 2025). It was earlier expected that the company would launch at least its top two SKUs—the RTX 5090 and RTX 5080—toward the end of 2024, and ramp the series up from 2025. There is no explanation behind this "delay." Like everyone else, NVIDIA could be rationing its foundry allocation of the 3 nm wafers from TSMC for its high-margin "Blackwell" AI GPUs. The company now makes over five times the revenue from selling AI GPUs than it does from gaming GPUs, so this development should come as little surprise.

Things aren't any different with NVIDIA's rivals in this space, AMD and Intel. AMD's RDNA 4 graphics architecture and the Radeon RX series GPUs based on it, aren't expected to arrive before 2025. AMD is making several architectural upgrades with RDNA 4, particularly to its ray tracing hardware; and the company is expected to build these GPUs on a new foundry node. Meanwhile, Intel's Arc B-series gaming GPUs based on the Xe2 "Battlemage" graphics architecture are expected to arrive in 2025, too, although these chips are rumored to be based on a more mature 4 nm-class foundry node.

In the preparation season for NVIDIA's upcoming GeForce RTX 50 Series of GPUs, codenamed "Blackwell," one power supply manufacturer accidentally leaked the power configurations of all SKUs. Seasonic operates its power supply wattage calculator, allowing users to configure their systems online and get power supply recommendations. This means that the system often gets filled with CPU/GPU SKUs to accommodate the massive variety of components. This time we have the upcoming GeForce RTX 50 series, with RTX 5050 all the way up to the top RTX 5090 GPU. Starting with the GeForce RTX 5050, this SKU is expected to carry a 100 W TDP. Its bigger brother, the RTX 5060, bumps the TDP to 170 W, 55 W higher than the previous generation "Ada Lovelace" RTX 4060.

The GeForce RTX 5070, with a 220 W TDP, is in the middle of the stack, featuring a 20 W increase over the Ada generation. For higher-end SKUs, NVIDIA prepared the GeForce RTX 5080 and RTX 5090, with 350 W and 500 W TDP, respectively. This also represents a jump in TDP from Ada generation with an increase of 30 W for RTX 5080 and 50 W for RTX 5090. Interestingly, this time NVIDIA wants to unify the power connection system of the entire family with a 16-pin 12V-2x6 connector but with an updated PCIe 6.0 CEM specification. The increase in power requirements for the "Blackwell" generation across the SKUs is interesting, and we are eager to see if the performance gains are enough to balance efficiency.

Possible specifications of the various NVIDIA GeForce "Blackwell" gaming GPUs were leaked to the web by Kopite7kimi, a reliable source with NVIDIA leaks. These are specs of the maxed out silicon, NVIDIA will carve out several GeForce RTX 50-series SKUs based on these chips, which could end up with lower shader counts than those shown here. We've known from older reports that there will be five chips in all, the GB202 being the largest, followed by the GB203, the GB205, the GB206, and the GB207. There is a notable absence of a successor to the AD104, GA104, and TU104, because NVIDIA is trying a slightly different way to approach the performance segment with this generation.

The GB202 is the halo segment chip that will drive the possible RTX 5090 (RTX 4090 successor). This chip is endowed with 192 streaming multiprocessors (SM), or 96 texture processing clusters (TPCs). These 96 TPCs are spread across 12 graphics processing clusters (GPCs), which each have 8 of them. Assuming that "Blackwell" has the same 256 CUDA cores per TPC that the past several generations of NVIDIA gaming GPUs have had, we end up with a total CUDA core count of 24,576. Another interesting aspect about this mega-chip is memory. The GPU implements the next-generation GDDR7 memory, and uses a mammoth 512-bit memory bus. Assuming the 28 Gbps memory speed that was being rumored for NVIDIA's "Blackwell" generation, this chip has 1,792 GB/s of memory bandwidth on tap!

Micron is getting ready to set sail with the new GDDR7 memory, and being NVIDIA's long-term partner, both are gaining big with the GeForce RTX 4000 Series. A few days ago, Micron announced its imminent launch of GDDR7 memory, remember that in March JEDEC published the GDDR7 memory standard. The interesting part is that an even more important piece of information was provided in one of Micron's slide-deck, the one that shows GDDR7 gaming performance. Officially Micron says that GDDR7 can be 3.1x faster than GDDR6 and 1.5x faster than GDDR6X. However, the slide in question provides some normalized FPS performance for ray tracing, and rasterization under game testing conditions. Until now, everything is clear, what comes next is our speculation and assumptions, based on previous knowledge so please, take it with a grain of salt. Will it be a hard guess, looking over those graphs, to tell that NVIDIA's RTX 5090 offers up to a 42% improvement over the RTX 4090 in rasterization, and up to 48% in ray tracing?

NVIDIA is getting closer to releasing its next-gen GPU with the RTX 5090 graphics card. Micron is in a strong partnership with NVIDIA and it's expected that its next gen graphics cards will use Micron GDDR7 memory. Now, we know that, at least for Ray Tracing, one real-world benchmark is Cyberpunk 2077, and it could be also the case here, from the graphs it looks very much like Ray Tracing was tested with Path Tracing. For Rasterization performance another hard guess is that perhaps it's either Starfield or Assassin's Creed Mirage. Presumably, tests were made using also AMD RX 7900XTX, and NVIDIA RTX 4090 to get GDDR6 reference. Time will tell if we made the right prediction.

NVIDIA's GeForce "Blackwell" generation of gaming GPUs will stick to being traditional monolithic die chips. The company will not build its next generation of chips as either disaggregated devices, or multi-chip modules. Kopite7kimi, a reliable source with NVIDIA leaks, says that the largest GPU in the generation, the "GB202," is based on a physically monolithic design. The GB202 is expected to power the flagship GeForce RTX 5090 (or RTX 4090 successor), and if NVIDIA sticking to traditional chip design for this, then it's unlikely that smaller GPUs will be any different.

In contrast, AMD started building disaggregated devices with its current RDNA 3 generation, with its top two chips, the "Navi 31" and "Navi 32," being disaggregated chips. An interesting rumor suggests that team red's RDNA 4 generation will see a transition from disaggregated chips to multi-chip modules—packages that contain multiple fully-integrated GPU dies. Back to the green camp, and NVIDIA is expected to use an advanced 4 nm-class node for its GeForce "Blackwell" GPUs.

NVIDIA's upcoming GeForce RTX 5090 Founders Edition graphics card may implement a design closely resembling the cinder block product design the company readied for its RTX 4090 Ti graphics card that never materialized into a marketable product. This sees a 4-slot thick board design, with a slender main logic PCB arranged along the plane of the motherboard, on top of which the cooling solution is mounted perpendicular to the plane, as shown in the images below. This main logic board contains the GPU, memory, and VRM. There two additional PCBs—one has the display I/O, and the other has the PCIe interface. There is a fourth disaggregated component, the 12V-2x6 receptacle, located somewhere along the top of the cooling solution.

Confirmation of NVIDIA using the RTX 4090 Ti "cinder block" board design for the RTX 5090 comes from kopite7kimi, a reliable source with NVIDIA leaks. Kopite7kimi mentions a card that has a "Main Board, IO Rigid Board and a separate PCIE slot component (perhaps it should not be considered as the third PCB)," which perfectly describes with the RTX 4090 Ti. NVIDIA had completed the design phase of this card, which made it to its cooling solution OEM (which is likely where the images leaked out from). The company probably decided against launching this product because the AMD Radeon RX 7900 XTX fell significantly short of the performance proposition of the RTX 4090.

NVIDIA debuted the current RTX 40-series "Ada" in 2022, which means the company is expected to debut its next-generation in some shape or form in 2024, having refreshed it earlier this year. We've known for a while that the new GeForce RTX 50-series "Blackwell" could see a 2024 debut, which is going by past trends, would be the top-two or three SKUs, followed by a ramp up in the following year, but we're now learning through a new Moore's Law is Dead leak that the launch could be limited to just the flagship product, the GeForce RTX 5090, or the SKU that succeeds the RTX 4090.

Even a launch limited to the flagship RTX 5090 would give us a fair idea of the new "Blackwell" architecture, its various new features, and how the other SKUs in the lineup could perform at their relative price-points, because the launch could at least include a technical overview of the architecture. NVIDIA "Blackwell" is expected to introduce another generational performance leap over the current lineup. The reasons NVIDIA is going with a more conservative launch of GeForce "Blackwell" could be to allow the market to digest inventories of the current RTX 40-series; and to accord higher priority to AI GPUs based on the architecture, which fetch the company much higher margins.