Nvidia’s management team will focus on the H200 in the upcoming earnings call, but make no mistake, we will end this year in full-on Blackwell territory. The new architecture is at the forefront of training and inference for trillion+ parameter models.
Trump Prosecutor Fani Willis Easily Wins Her Democratic Primary While Judge In Georgia Case Reelectedstarting at $30,000 to $40,000 but will have more expensive memory components with HBM3e. As long as margins remain within range, this will not be consequential considering Nvidia is posting organic growth.which is where rapid growth is bought rather than earned.
There are additional data points in the supply chain and on the demand side that support Blackwell seeing an increase in orders over Hopper. For example, Taiwan Semi’s CoWos, which is essential for Blackwell’s architecture, is estimated to rise to 40,000 units/month by the end of 2024, which is more than a 150% YoY increase from ~15,000 units/month at the end of 2023. Applied Materials has boosted its forecast for HBM packaging revenue from a prior view for 4X growth to 6X growth this year.
. Although we have not received licenses from the U.S. government to ship restricted products to China, we have started shipping alternatives that don't require a license for the China market The B200 will also have 20 petaflops of FP4 compared to the H100’s 4 petaflops of FP8 reaching 32 petaflops of FP8 in the DGX H100 systems. The difference is that the smaller bit size allows for an economical way to achieve more speed when giving up a small amount of accuracy doesn’t make a critical difference. This also helps in the face of a slowing Moore’s Law. Following the release of the Hopper H100, Intel released Gaudi2 which supports FP8.
The GB200 Grace Blackwell chip connects two Blackwell Tensor core GPUs with the Nvidia Grace CPU. The GB200 NVL 72 rack-scale exascale supercomputer, connects 36 Grace CPUs with 72 Blackwell GPUs in a rack-scale design with liquid cooling., the average sales price of NVL36/NVL72 server rack will be $1.8 million and $3 million, respectively. Notably, its expected the GB200 systems will have strong margins due to using an in-house CPU.second-generation transformer engine with FP4/FP6 Tensor core.
The GB200 also has a new decompression engine that allows GPUs to process and decompress compressed data sets to speed up database queries. Coupled with 8 TB/s of high memory bandwidth and high speed NVLink, the GB200 systems deliver up to 18X faster database queries. In addition to this, there is up to 13X faster physics-based simulations compared to CPUs and 22X faster simulations for computational fluid dynamics .
The recent surge in generative AI and AI GPUs, spurred by the success of OpenAI’s ChatGPT and development of hundreds of other large language models, are forecast to bring about a new DRAM market, underpinned by high-bandwidth memory and DDR5 The FY2026 growth rate of 26.1% for revenue of $142.8 billion, and then FY2027 growth rate of 17.7% for revenue of $168 billion, is where estimates are too low if there is a $200 billion data center segment in the medium-term.For Q1, Nvidia is expected to report adjusted EPS of $5.58 for growth of 411.9%.For FY2025, adjusted EPS is expected to be $25.4 for growth of 96%. FY2026 adjusted EPS is expected to be $32.2 for growth of 26.6%.
Gaming revenue of $2.8 billion was up 56% YoY and was flat QoQ. Nvidia has fared better than gaming peers due to the timing of the RTX 4000 Series,Professional Visualization reported revenue of $463 million for growth of 105% YoY and 11% QoQ.with Charles Payne today, the upcoming earnings report is only one piece to the story, whereas the ultimate fireworks will be when the Blackwell architecture begins to ship Q3-Q4.
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