Nvidia has renamed its Blackwell Ultra product series heres why

Date:
Sun, 03 Nov 2024 08:34:00 +0000

Description:
Nvidia has rebranded its Blackwell Ultra series, with the B200 Ultra series now known as the B300.

FULL STORY ======================================================================

Nvidia has rebranded its flagship Blackwell Ultra products, in what appears
to be a strategic shift at the chipmaker aimed at promoting the B300 and
GB300 lines, both of which leverage CoWoS-L technology.

The move, first reported by TrendForce , will see the B200 Ultra series now
be known as the B300, while the GB200 Ultra is known as the GB300.

The B300 series from Nvidia is expected to launch any time between the second and third quarters of 2025, with the B200 and GB200 series in particular set to begin shipping in the fourth quarter of 2024. Nvidias shift has broader long-term implications

TrendForce noted Nvidia is in the process of refining chip segmentation across its Blackwell series in a bid to meet growing performance demands from CSPs, improve supply chain flexibility, and meet cost-performance needs among server OEMs.

The B300A series, for example, is aimed primarily at OEMS. Production of this series is expected to begin during the second quarter of 2025 as shipments of the H200 series begin winding down.

Notably, TrendForce said Nvidia had originally planned to launch the B200A series to specifically cater to server OEMs. The chipmaker later shifted to the B300A series during the design process, however, which the market
research firm suggested indicated a weaker demand for downgraded GPUs than anticipated.

This shift in product strategy from Nvidia could have long-term implications, with TrendForce suggesting the move reveals a clear pivot toward AI models that promise greater revenue in 2025.

The company is making significant investments in improving NVL rack
solutions, assisting server system providers with performance optimization
and liquid cooling for NVL72 systems, analysis from TrendForce noted.

Companies like AWS and Meta are being urged to transition from NVL36 to
NVL72.

Notably, shipment trends point toward Nvidias high-end GPU offerings surging in the year ahead, with overall shipment share anticipated to hit around 50% in 2024.

This, TrendForce said, marks a sizable 20% increase compared to the year
prior - and its expected to continue. The Blackwell platform is projected to drive this further to a share of around 65% in 2025. Nvidia driving CoWoS demand

In the year ahead, Nvidia is expected to play a crucial role in driving
demand for CoWoS technology, according to TrendForce.

With the Blackwell series beginning to gain widespread enterprise appeal, CoWoS demand is forecast to increase by around 10% year-on-year.

In light of recent changes, NVIDIA is likely to concentrate on supplying B300 and GB300 products to major North American CSPsboth leveraging CoWoS-L technology, TrendForce said.

Running parallel to this, HBM procurement is also anticipated to rise, TrendForce found. Current projections for the year ahead suggest the chip maker will account for more than 70% of the global HBM market.

This once again marks an increase of around 10% annually. A key factor here
is that all models across the B300 series will feature HBM3e 12hi.

With production expected to begin in the fourth quarter of 2024 and the first quarter of 2025, this will drive demand, TrendForce said. Suppliers could be left waiting, however.

This marks the first mass production of a 12hi stack product by Nvidia, analysts noted, therefore the company could take at least two quarters to refine processes and stabilize production yields. More from TechRadar Pro I watched Nvidia's Computex 2024 keynote and it made my blood run cold Theres never been a better time to buy AMDs flagship graphics card as prices
plummet ahead of inevitable Nvidia RTX 5000 reveal Nvidias mobile GPU range has apparently been spotted



======================================================================
Link to news story: https://www.techradar.com/pro/nvidia-has-renamed-its-blackwell-ultra-product-s eries-heres-why


--- Mystic BBS v1.12 A47 (Linux/64)
* Origin: tqwNet Technology News (1337:1/100)