Nowadays, the rapid development of technology has brought countless surprises. Especially in the field of artificial intelligence, the demand for GPUs is booming like bamboo shoots after a spring rain. Recently, NVIDIA's Blackwell chip has clearly become the "new favorite" in the industry, and the huge demand for it is astonishing. Some analysts even sigh that Blackwell has become one of NVIDIA's most successful products in history. The orders are almost scheduled until next year. It is truly in short supply.
Thinking about looking around the world, those companies soaring on the technological trend, such as giants like Microsoft, Meta, and Oracle, all praise this chip. It seems that everyone wants to play an important role in the wave of AI. Especially some AI companies have placed orders for 100,000 chips at one go. This kind of crazy demand is not something you can see casually. The analysis of industry expert Morgan Stanley also shows that NVIDIA has no Blackwell chips available for sale in the next year. It is simply a "king of shortages". How amazing is this in the chip industry!
To meet market demand, NVIDIA's founder, Jensen Huang, has racked his brains. He revealed that the next generation of Blackwell chips has entered full production. Enterprises have an extremely strong desire for it.
Every customer wants to be the lucky one to experience it first and get as many as possible. To surprise customers, NVIDIA also said that it will update the AI platform every year and strive to achieve a 2 to 3 times improvement in performance. This strategic intention will undoubtedly drive customers' revenues to soar, making people infinitely expectant.
In March this year, NVIDIA launched the GB200 chip based on the new generation of Blackwell architecture. The members of this chip are really all highly skilled. It contains two B200 Blackwell GPUs and an Arm architecture Grace CPU. The performance of inferring large language models is 30 times higher than that of the H100, while the cost and energy consumption are reduced to one twenty-fifth of the previous ones. It can be said that it is currently the most powerful AI chip in the world, simply a "superman" in the technology world!
WLS believes that sometimes life is like this chip market. Timing and demand often intertwine, allowing talents to shine. As people often say, opportunities always favor those who are prepared. In the face of such astonishing demand, what is the reason that makes this chip so hot? Is it the promotion of the market or the continuous innovation of technology? In this rapidly changing technological era, perhaps each of us needs to think about our own position. In the future AI world, who can be the lucky one and what kind of trend will it lead?
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