The Buzz Around Nvidia’s B100 Chip
Nvidia Corp. NVDA is all set to kickstart its annual GPU Technology Conference (GTC 2024), where industry watchers are primed for the unveiling of its highly anticipated next-gen AI chip, known as B100, codenamed ‘Blackwell’.
Industry Insights and Expectations
Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, expressed high expectations by stating, “Nvidia will blow some minds tomorrow with the new chips. Next level AI performance.”
The Road to B100: A Historical Perspective
Harking back to GTC 2022, Nvidia introduced the H100 AI chip under the Hopper architecture during the keynote, setting the stage for the evolution towards the B100.
Insights into the B100’s Capabilities
Nvidia first teased the B100 at the SC2023 Super Computing conference in November, hinting at over two times the AI performance of the Hopper GPUs upon its release in 2024. The B100 is slated to supersede the Hopper H200 AI chip.
Advancements and Innovation in Chip Technology
Reports suggest that the B100 will boast 2 dies utilizing TSMC’s CoWoS-L packaging technology, along with 8×8-Hi HBM3e stacks providing 192GB of memory. Additionally, rumors hint at the upcoming launch of the B200, featuring 12-Hi stacks and an ample 288GB memory capacity.
Furthermore, Nvidia is rumored to leverage TSMC’s cutting-edge 3nm processor technology in the development of the B100.
Strategic Importance of Nvidia’s Innovations
Nvidia’s strategic strides in the AI chip market have positioned the company as a frontrunner due to its comprehensive AI ecosystem encompassing software, hardware, and systems, giving it a distinct competitive edge.
Investor Sentiment and Market Performance
With Nvidia’s stock soaring by approximately 73% year-to-date and securing a 10-week winning streak, the tech giant now ranks as the third most valuable global corporation, reflecting investor confidence and enthusiasm surrounding its future prospects.
Closing Thoughts on Nvidia’s B100
As Nvidia gears up to unveil its highly anticipated B100 AI chip at GTC 2024, investors and industry onlookers are eager to witness the groundbreaking innovations and enhancements that will solidify Nvidia’s position as a pioneering force in the AI landscape.