NVIDIA has reportedly moved the launch of its next-gen Blackwell B100 GPUs up from This autumn to Q2 2024 following an enormous surge in AI demand. The corporate can also be anticipated to make the most of HBM3e DRAM from SK Hynix for its newest chips.
SK Hynix Reportedly Secures HBM3e Deal With NVIDIA, Will Be Used To Energy Subsequent-Gen Blackwell GPUs Coming In Q2 2024
In line with a report by a South Korean media outlet, MT.co,kr, it’s reported that SK Hynix has secured a deal to solely provide NVIDIA its newest HBM3e reminiscence that might be used to energy next-generation Blackwell GPUs. This can assist SK Hynix develop into a lead semiconductor provider within the AI business.
HBM3E is included in B100, the next-generation AI flagship graphics processing unit (GPU) that NVIDIA plans to launch across the second quarter of subsequent yr. The market predicts that B100 might be a extra highly effective AI sport changer than H100, Nvidia’s present highest-spec GPU. This product is principally utilized in AI cloud and supercomputing. NVIDIA accounts for greater than 90% of the AI GPU market share.
NVIDIA initially deliberate to launch the B100 within the fourth quarter of subsequent yr, however is claimed to have moved up the discharge date to the top of the second quarter attributable to a fast improve in demand. Because the B100 launch date was pushed ahead, SK Hynix additionally turned busy. As the standard take a look at schedule, which was initially anticipated to be at first of the second quarter, has been pushed again to the primary quarter, we’re specializing in rising yield. It’s anticipated that the amount for high quality testing might be transferred to NVIDIA as early as January.
MT.co.kr (Machine Translated)
The report states that NVIDIA has solely chosen SK Hynix’s HBM3e reminiscence owing to its mass manufacturing high quality. These chips might be handed to NVIDIA early subsequent yr for the corporate to start the ultimate qualification testing. As for the product which goes to be powered by the brand new DRAM, it’s stated that NVIDIA’s flagship next-gen GPU, the B100 “Blackwell” might be using it. The B100 can also be stated to have initially been deliberate for This autumn 2024 however NVIDIA will now be launching the chips earlier in Q2 2024.
On the same word, it’s also said that NVIDIA had been growing Blackwell B100 GPUs since June 2023 and already acquired preliminary samples of HBM3e reminiscence from SK Hynix again in August.
The rationale for this modification is claimed to be the surging demand for AI GPUs and the requirement for extra highly effective AI options. NVIDIA already accounts for over 90% of the AI GPU market with its Ampere A100 and Hopper H100 GPUs and Blackwell B100 goes to additional cement the inexperienced group because the undisputed chief of the AI world. The supply additionally goes on to cite a supply inside the semiconductor business who states that B100 is not possible to promote with out HBM3E.
An official within the semiconductor business stated, “With out HBM3E, NVIDIA can’t promote B100,” and added, “As soon as the standard is met, a contract is simply a matter of time.”
MT.co.kr (Machine Translated)
A latest investor roadmap confirmed that NVIDIA has Blackwell B100 GPU positioned for a launch in 2024. Even the follow-up to B100, the X100 GPU, is talked about for a 2025 launch. This exhibits that NVIDIA is certainly accelerating the tempo of its AI GPUs and needs to stay within the main place within the coming years.
NVIDIA Knowledge Middle / AI GPU Roadmap
Information Supply: harukaze5719