Nvidia Will 'Blow Some Minds' With New B100 At GTC 2024, Says Ross Gerber: Here's What We Know About Next-Gen AI Chip
Portfolio Pulse from Shanthi Rexaline
Nvidia Corp. is set to reveal its next-gen AI chip, the B100, at the GPU Technology Conference (GTC 2024), with expectations of significantly surpassing the performance of its predecessor, the Hopper H200 AI chip. The B100, featuring advanced TSMC CoWoS-L packaging technology and 192GB of memory, is anticipated to more than double the AI performance of Hopper GPUs. Demand for the B100 is expected to outstrip supply, indicating a major upcoming product cycle for Nvidia. The company's stock has seen a significant increase, gaining about 73% year to date.
March 18, 2024 | 9:30 am
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
Nvidia's upcoming B100 AI chip is expected to significantly outperform its predecessors, with demand likely exceeding supply. This anticipation, coupled with Nvidia's strong stock performance, positions NVDA for potential short-term gains.
The unveiling of the B100 AI chip at GTC 2024, with its advanced features and expected high demand, directly impacts Nvidia's market position and investor sentiment. The company's strong year-to-date stock performance further supports the potential for continued short-term gains, especially as Nvidia becomes a key player in the AI chip market.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100