Samsung HBM3 Boosting Nvidia AI
The introduction of Samsung's HBM3 chips will enhance the performance of Nvidia's AI-driven products.
Too little corroboration in the last 3 days to call a trend (2 articles). Watching for it to gain traction.
"The rise came after BlackBerry announced it has expanded a partnership that will allow its developers to build and deploy AI systems for Nvidias’ IGX Thor platform."
"Feinseth expects NVDA’s Vera Rubin offering to boost its AI pipeline of more than $500 billion, while protecting margins against memory inflation."
"He expects the company’s upcoming Vera Rubin platform to further strengthen Nvidia’s lead in AI computing."
""For inference—delivering output from AI models—Rubin delivers a tenfold reduction in cost, compared with the current-generation Blackwell chips, the company said.""
"Attention will be on any guidance shed about Nvidia's next-gen AI chip, Rubin."
"He further noted that the upcoming GB300 chip is on track for a late September launch."
"Nvidia's latest Blackwell chip offers a fivefold AI performance boost, which aims to cut AI inference costs and energy use by up to 25 times."
"Nvidia recently unveiled the latest H200 AI Accelerator chip that is meant to provide consumers with high-bandwidth memory that boosts performance and is compatible with previous chip installations."
"HBM3 DRAM is an important part in A100, the report added."