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NVIDIA Accelerates GPU Improve Cycle: New AI Chips Yearly

(Photograph = Shutterstock)

NVIDIA plans to scale back the GPU improve cycle from 2 years to 1 yr. The technique is to quickly improve demand by launching new synthetic intelligence (AI) chips yearly.

The Verge reported on the twenty third that NVIDIA CEO Jensen Huang introduced that it might launch a brand new GPU subsequent yr via the primary quarter earnings announcement.

Based on this, CEO Hwang stated, “We will announce that there’s one other chip after Blackwell,” and “We function on a one-year cycle.”

NVIDIA introduced the launch of the ‘B200’ GPU, which launched the brand new Blackwell structure, within the second half of final March by way of GTC. Supercomputers outfitted with B200 have already been distributed to Open AI and a few firms.

Till now, NVIDIA has launched a brand new structure each two years. In 2020, the A100 of ‘Ampere’ was launched, and in 2022, the ‘Hopper’ H100 structure was launched.

Nvidia’s plan was predicted by famend analyst Ming-Chi Kuo earlier this month. He predicted that the subsequent structure, ‘Rubin’, might be launched in 2025, and a brand new AI chip known as ‘R100’ might be launched as early as subsequent yr.

CEO Hwang cited the fast technological growth of the trade as the rationale for shortening the structure improve interval.

“There’s plenty of chips popping out: new CPUs, new GPUs, new networking NICs, new switches,” he stated “We’ll transfer quicker and surpass all of them.”

Which means that although different firms attempt to meet up with NVIDIA, they are going to all the time be one step forward.

'Blackwell B200' GPU (Image = NVIDIA)
‘Blackwell B200’ GPU (Picture = NVIDIA)

In the meantime, NVIDIA introduced in its earnings announcement at this time that its first quarter gross sales recorded $26 billion (about 34.5 trillion gained), a greater than threefold improve in comparison with the identical interval final yr.

This exceeded market expectations, and the inventory worth elevated. That is the primary time in Nvidia’s historical past that it has surpassed $1,000 (about 1,346,000 gained) per share.

As well as, it’s anticipated to report gross sales of $28 billion within the second quarter, which is greater than skilled evaluation. Moreover, progress is already anticipated within the second half of the yr with the launch of the brand new B200.

Correspondent Lim Da-jun ydj@aitimes.com

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