英伟达日前透露，公司将于明年推出B100 GPU芯片，据传其AI表现性能将是Hopper架构H200 GPU的两倍以上。该芯片将采用3nm制程，并委托台积电代工生产。英伟达计划将生产时间点提前至2024年Q2。
据英伟达透露，B100芯片的推出将对游戏、虚拟现实等领域的AI应用产生重大影响。目前，英伟达的A100、H100和H200 GPU在AI表现性能方面都比B100低，而B100芯片的推出将极大地提高英伟达在该领域的竞争力。
此外，B100芯片的推出也标志着英伟达对台积电的依赖程度加深。在过去几年中，英伟达一直在减少对传统晶圆制造厂的依赖，而转向使用台积电的7nm和5nm制程技术。B100芯片的推出将使英伟达更加深入地依赖台积电的领先技术，同时也为台积电带来更多的收入机会。
英伟达的B100芯片的推出预计将于2024年Q2前完成，并可能对游戏、虚拟现实等领域的AI应用产生重大影响。英伟达表示，B100芯片的AI表现性能将是Hopper架构H200 GPU的两倍以上，这将极大地提高英伟达在该领域的竞争力。
新闻翻译：
NVIDIA has announced that it will release the B100 GPU chip next year, which is expected to have double the AI performance compared to the H200. According to NVIDIA, the B100 chip will use a 3nm process and will be produced by Taiwan’s TSMC. NVIDIA plans to bring forward the production timeline to Q2 2024.
The B100 chip’s launch is expected to have a significant impact on AI applications in the gaming and virtual reality industries. Currently, the A100, H100, and H200 GPUs from NVIDIA have lower AI performance than the B100, and the launch of the B100 chip will significantly improve NVIDIA’s competitiveness in this area.
In addition, the launch of the B100 chip also marks a deeper level of dependence on Taiwan’s TSMC for NVIDIA. In recent years, NVIDIA has been reducing its reliance on traditional foundries and shifting towards TSMC’s 7nm and 5nm process technologies. The launch of the B100 chip will bring more revenue opportunities for TSMC.
The B100 chip is expected to be released by NVIDIA in Q2 2024 before, and its AI performance is expected to be double that of the Hopper architecture H200 GPU, which will significantly improve NVIDIA’s competitiveness in the area. NVIDIA said that the B100 chip’s AI performance will be significantly higher than that of the H200, which will bring significant benefits to the gaming and virtual reality industries.
【来源】https://www.chinastarmarket.cn/detail/1516231
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