It’s not verbatim confirmed, but it does match the leaks to the degree that, instead of a halo Navi 41/N4C die for the top end 8900 XTX (not that they still don’t call another chip this name), they will launch two different, monolithic dies, but quicker and closer to each other, time-wise.

Since this is such a stark change of release cadence compared to N21 and N31, this points to the leaked release strategy being correct.

So the leakers were correct.

Means the top end Blackwell offerings will cost an arm and a leg. F for the consumers. If Nvidia even puts out a 102-die as 5090 given the run on AI and just how insane margins are there. So if they are limited by fab capacity they might just pull another 4070 and sell us a 103 die as 5090 and force it down our throat.