The trend in GPU roadmaps is more silicon (for both logic and memory) in a bigger package and silicon-based interposers are hitting their limit in terms of size. The increased size makes silicon much harder to handle which kills yields. The B100 package is much larger, and as such it ...
Arcuri and the team noted that Blackwell has started production at Taiwan Semiconductor Manufacturing (TSM) but there are some initial yield challenges due to the added complexity linked with CoWoS-L (local silicon bridge) for B100/B200 - essentially a larger interposer/package than CoWoS-S, which...
Nvidia Chief Financial Officer Colette Kress said that while the company had improved supply of its AI GPUs, it still expected them to be in short supply, especially the next-generation chip, called B100, expected to ship later this year. "We are delighted that supply of Hopper architecture p...
The supply chain has high expectations for the GB200, with projections suggesting that its shipments could exceed millions of units by 2025, potentially making up nearly 40 to 50% of NVIDIA's high-end GPU market. Although NVIDIA plans to launch products such as the GB200 and B100 in the ...
Advanced Micro Devices shares rose 10.7% Thursday to close at $181.86, a move that extends the stock's year-to-date gain to around 31.2% and values the Santa Clara, Calif., group at around $294 billion. Veteran fund manager picks favorite stocks fo...
primarily due to continued customer spending on AI/accelerated computing plans and strong demand for its Hopper H100 and new H200 GPU platforms (Blackwell GB200/B200/B100). Blackwell-related new products are anticipated to begin preliminary production in the third fiscal quarter and achieve large-sca...
Combine these two issues and it’s clear that TSMC will not be able to supply enough Blackwell chips as Nvidia would like. Consequently, Nvidia is focusing what capacity they have almost entirely on GB200 NVL 36x2 and NVL72 rack scale systems. HGX form-factors with the B100 and B200 are...
Nvidia shares were marked 4.8% lower in early Tuesday trading and changing hands at $691.12 each, a move move that would still leave the stock up more than 47% over the past six months. Veteran fund manager picks favorite stocks for 2024 ...
Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3ERoadmap, Supply, Anti-competitive: AMD, Broadcom, Google, Amazon, and Microsoft Have Their Work Cutout For Them Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow,...
NVIDIA plans to refine its product portfolio further. New additions will include the H200, using 6 HBM3e chips, and the B100, using 8 HBM3e chips. NVIDIA will also integrate its own Arm-based CPUs and GPUs to launch the GH200 and GB200, enhancing its lineup with more specialized and po...