BY TAIWAN'S COMMOWEALTH MAGAZINE - ON GTC 24 -March 2024
Jensen Huang announced that several tech giants, including Amazon, Google, Meta, Microsoft, OpenAI, and Oracle, will use BlackWell.
Gigabyte, Wistron, Hon Hai, and Wiwynn dive into the supply chain Moreover, Taiwan's industry is eagerly gearing up for the "Jensen Huang supply chain." Companies like Gigabyte, Wistron, Hon Hai, and Wiwynn not only set up booths and showcased their technologies at this year's GTC but also announced securing the first orders for NVIDIA's latest GPUs, becoming the earliest companies to design the GB200 chip.Take Hon Hai, for instance. The display Huang presented at GTC is Hon Hai Group's latest generation AI data center liquid cooling solution, the GB200 NVL72.
The key here lies in the NVL72, which houses 72 high-performance NVIDIA BlackWell GPUs and 36 NVIDIA Grace CPUs, significantly accelerating the inference speed of large language models. Moreover, its advanced liquid cooling solution boasts a powerful heat dissipation capacity of up to 1300kW, adaptable to different data center environments.
In fact, Hon Hai Chairman Young Liu revealed in a March earnings call that GPU module revenue would experience triple-digit annual growth rates this year, with AI server revenue expected to grow by over 40%.
Not just Hon Hai, last year's beneficiary of the Jensen Huang supply chain, Wistron, saw CEO Jeff Lin also reveal in a March earnings call that Taiwan would expand its new factories. Wistron's main AI server boards and system assemblies are primarily located in Taiwan. Furthermore, it was unveiled at the GTC event that Wistron's factory is already utilizing NVIDIA's Omniverse software development platform for digital twinning, enabling digitalization in manufacturing.
AI in automotive: Collaboration with BYD and MediaTek
NVIDIA's prowess doesn't stop at showcasing its GPU dominance; it extends deep into the automotive AI and robotics realms.In the automotive AI sector, NVIDIA has found a natural fit with its self-driving systems, from the Orin and Atlan autonomous chips to the Drive Thor, achieving a computational power increase of about 2000 TOPS (Tera Operations Per Second) over the past three years—about 800 times more powerful than a similar chip by Intel's Mobileye.During the event, Huang showcased NVIDIA's collaboration with BYD, recently crowned the world's largest electric vehicle manufacturer, displacing Tesla. The partnership aims to utilize NVIDIA's next-generation AI chip for automotive use, Drive Thor, to enhance the vehicle's autonomous driving capabilities and other digital features.
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