Analyst Ming-Chi Kuo Gives "Some Prediction Updates About Nvidia's Next-Generation AI Chip R-Series/R100" - Medium
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Analyst Ming-Chi Kuo predicts Nvidia's next-generation AI chip, the R-series/R100, will enter mass production in Q4 2025 with improvements in power consumption and AI computing power. The R100 will use TSMC's N3 node and CoWoS-L packaging, featuring a 4x reticle design and eight HBM4 units. The GR200's Grace CPU will also use TSMC's N3 process. These advancements aim to address the power consumption bottleneck in AI server procurement and data center construction.
May 07, 2024 | 4:39 pm
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Nvidia's R-series/R100 AI chip, entering mass production in Q4 2025, focuses on power efficiency and AI computing enhancements, potentially boosting Nvidia's competitive edge in the AI market.
The introduction of the R-series/R100 AI chip with improved power consumption and AI computing capabilities directly impacts Nvidia's product lineup and market positioning. Given the emphasis on power efficiency, this could significantly enhance Nvidia's appeal to customers facing power consumption challenges in AI server procurement and data center construction, potentially leading to increased sales and market share in the AI chip sector.
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