In a highly anticipated reveal at Nvidia's (NVDA) annual GTC conference, CEO Jensen Huang pulled back the curtain on the company's latest innovation: the Blackwell graphics processing unit (GPU).
The Blackwell: A Game-Changing GPU
The Blackwell, succeeding the already revered H100 and H200 GPUs, is touted by Nvidia as the most powerful chip in existence. These predecessors have solidified Nvidia's dominance in the AI landscape, propelling the company's data center revenue to unprecedented heights in recent quarters.
With data center revenue reaching $18.4 billion in the latest quarter alone, Nvidia's trajectory in this sector is staggering. To contextualize this growth, the company reported a total annual revenue of $27 billion for the entirety of 2022."For three decades, we've pursued accelerated computing with the goal of enabling transformative breakthroughs like deep learning and AI," said Huang in a statement. "Generative AI is the defining technology of our time. Blackwell GPUs are the engine to power this new industrial revolution. Working with the most dynamic companies in the world, we will realize the promise of AI for every industry."
The Blackwell GPU will be available as a standalone unit or can be combined with Nvidia's Grace central processing unit to create the GB200 Superchip. This configuration promises up to a 30x performance increase compared to the Nvidia H100 GPU for large language model inference workloads while consuming up to 25x less energy—a crucial aspect emphasized by Nvidia in response to customer concerns about power consumption.
Nvidia's major clients, including Microsoft (MSFT), Amazon (AMZN), Google (GOOG), Meta (META), and Tesla (TSLA), are either currently utilizing or actively developing their own AI chips. This trend reflects a desire to circumvent the hefty price tags associated with Nvidia's offerings and address concerns about energy efficiency.
In a bid to address these concerns directly, Nvidia's Blackwell chips will be made accessible through cloud platforms offered by industry giants such as Amazon, Google, Microsoft, and Oracle (ORCL).
In addition to the Blackwell and Grace Blackwell chips, Nvidia also unveiled its DGX SuperPOD supercomputer system. Comprising eight or more DGX Grace Blackwell 200 (GB200) systems, this setup features 36 Grace Blackwell 200 Superchips paired to function as a single computer. Nvidia asserts that customers can scale up the SuperPOD to support tens of thousands of GB200 Superchips based on their requirements.
With competitors AMD (AMD) and Intel (INTC) undoubtedly pursuing their own advancements, the race for supremacy in AI technology continues unabated. As the Blackwell GPU and GB200 Superchip take center stage in Nvidia's arsenal, their imminent arrival is poised to set the industry abuzz with anticipation.
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