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Nvidia CEO Jensen Huang shows off new AI chip platform called Blackwell

Nvidia CEO Jensen Huang shows off new AI chip platform called Blackwell

2024-03-19

Nvidia is back in black. Jensen Huang, the CEO of the AI chip behemoth, just announced a new platform called Blackwell. TSMC lent a helping hand by making a customized 4-nanometer chip for the new powerful product, which is expected to dominate the market for at least the next two years.

Wearing his customary black leather jacket, Jensen Huang was up on stage at the semi-annual Nvidia GTC Conference. In his hand was a new product that is primed to be a game-changer in the industry.

Jensen Huang
Nvidia CEO
This is Hopper. Hopper changed the world. This is Blackwell.

Huang pointed out that Blackwell isn’t a chip, as it’s actually the name of a new platform.

Jensen Huang
Nvidia CEO
That the two dice think it’s one chip. There’s 10 terabytes of data between it, 10 terabytes per second, so that these two sides of the Blackwell chip have no clue which side they’re on.

Blackwell is made of 208 billion transistors, which is two times more than anything else currently on the market. The new Nvidia product uses 4-nanometer chips custom-designed by TSMC. With its trillion-parameter GPU computing power, the platform can train AI and large language models 30 times faster than Nvidia’s H100 Hopper. That’s not all; Blackwell accomplishes these feats at up to 25 times less cost and energy consumption than previous chips. One expert predicts that in the next two years no competitors will be able to release a product with similar capabilities. Nividia’s primary partners Amazon, Microsoft, Google, and Tesla will all use the new Blackwell chip platform.

Chris Carey
Investing consultant
I think what’s driving markets mostly today has to be both of the news from Apple and Alphabet with regards to the potential Gemini partnership across the whole suite of Apple devices, as well as the Nvidia conference where we seeing the release of the B100 chip.

Foreign media outlets have reported that Apple is currently in talks to license Google’s AI model Gemini for use in the next generation of iPhone. AI fervor is driving the U.S. stock market, with the Dow up 0.2%, Nasdaq closing up 0.82%, and the S&P 500 rising 0.63%. Only the Philly Semiconductor Index experienced a small drop of 0.1 points.

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黃仁勳公布輝達新旗艦AI晶片 台積電扮要角

2024-03-19

晶片大廠輝達又有動作! 執行長黃仁勳宣布推出旗艦AI晶片Blackwell。台灣護國神山台積電,也在這款產品當中,扮演要角。不僅運算效能大幅提升,成本和耗能還比先前降低25倍。

黃仁勳一身招牌黑皮衣,現身AI年度盛事、輝達GTC大會,帶來重量級新品。

[[輝達執行長 黃仁勳]]
“這是Hopper,它改變了世界,而這是Blackwell”

黃仁勳強調,Blackwell不只是晶片,而是一個全新平台。

[[輝達執行長 黃仁勳]]
“這兩個晶粒成為一個晶片,它是10TB互聯通訊,每秒鐘10TB,所以這個尺寸的Blackwell晶片,不會有記憶體配置的問題”

由2080億個電晶體組成,數量是先前的兩倍以上,採用台積電客製化4奈米製程,能夠支援AI訓練和即時大型語言模型推理,運算上兆個參數,速度快上30倍,但成本和耗能卻降低25倍。專家預料,兩年內都無人能出其右。主要客戶亞馬遜、微軟、Google、特斯拉,都會使用這款晶片。

[[投資顧問 凱瑞]]
“我想今天推動市場的主因,是來自蘋果和Alphabet的消息,傳出他們將在蘋果產品線,合作引進Gemini,當然也包括輝達發表的B100晶片”

外媒報導,蘋果正在洽談,把Google的AI模型Gemini,導入下一代iPhone。AI熱潮,帶動美股齊揚,道瓊上漲0.2%,那史達克收高0.82%,標普500漲幅0.63%,唯有費半指數小跌0.1點。

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