$NVIDIA Corp(NVDA)$ Nvidia’s B

$NVIDIA Corp(NVDA)$ Nvidia’s Blackwell GPUs are going bigger rather than denser compared to the previous Hopper chips. Two dies are glued together to form a single GPU. Each of these GPUs is connected with something resembling a spinal backbone, enabling them to function together as if they are one GPU.

This approach is ingenious because rack space is less of a constraint for AI accelerators in data centers. Additionally, it allows Nvidia to continue using chips manufactured with the more mature 4NP technology rather than the latest 3nm technology. This results in better output rates and lower costs per unit.

Oh, the glue and spinal cord are patented! 😅😅

This is the check-mate moment. And not a surprise, AMD’s Lisa Su announced a few products line-up in Computex and AMD’s MI300x successor was not the key highlight.

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