Nvidia Blackwell GPU Ncua Sijhawm & Ua Kua Dej Txias Tsis Txaus

Lub Yim Hli 13, raws li tsab ntawv ceeb toom los ntawmEconomic Txhua Hnub, Nvidia's Blackwell GPU, tsom rau cov servers, tab tom ntsib cov khoom xa tuaj qeeb vim qhov tsim qauv tsis raug. Nyob rau tib lub sijhawm, raws li GB200 servers hloov pauv ntawm huab cua txias mus rau cov kua txias, ib qho tseem ceeb ntawm kev sib txuas ceev ceev (UQD)- tseem tab tom ntsib qhov tsis txaus, cuam tshuam rau lub sijhawm xa khoom ntawm Taiwanese AI server lwm tus xws li Wistron thiab Foxconn.

▲ Ua kua-txias Servers

Daim ntawv tshaj tawm hais tias cov chaw tsim khoom ntawm kev sib txuas ceev ceev feem ntau muaj kev tiv thaiv patent, thiab kev tsim khoom los muab cov txheej txheem cuam tshuam nrog kev rov ua dua, suav nrog OCP daim ntawv pov thawj thiab cov neeg siv ntawv pov thawj. Tsis tas li ntawd, cov khoom lag luam qub tsis kam nthuav tawm ntau lawm, uas ua rau lub voj voog tag nrho cov khoom lag luam ntev dua thaum qhov kev thov nce siab rau cov khoom zoo li no.

Nws yog ib qho tsim nyog sau cia tias daim ntawv ntsuam xyuas tsis ntev los no los ntawm Bank of America tau hais qhia tias qhov kev ncua sij hawm pib ntawm Nvidia's Blackwell GPU yog suav tias yog ib txwm muaj thiab tsim nyog, nrog rau kev xa khoom loj yuav tsum nyob rau thaum ntxov 2025. Txawm li cas los xij, tag nrho cov kev lag luam tseem tab tom cuam tshuam nrog cov khoom tsis txaus. Qhov no tuaj yeem txuas ntxiv lub neej ntawm Nvidia's H100 / H200 series cov khoom lag luam, uas yuav muaj txiaj ntsig rau Taiwanese AI server tuam txhab xws li Quanta, Hon Hai (Foxconn), Delta, thiab Wistron.

Bank of America tau muab ob lub ntsiab lus xaus tom qab mus xyuas cov khoom lag luam muaj feem cuam tshuam:

Ua ntej, vim yog R&D dav thiab kev sim xav tau rau Nvidia Blackwell platform, kev ncua sij hawm pib yog qhov qub thiab tsim nyog. Taiwanese hardware supply chains tau lees paub tias kev xa khoom me me yuav pib hauv Q4 ntawm lub xyoo no, nrog kev tsim khoom loj thiab kev xa khoom xa tuaj rau xyoo 2025.

Qhov thib ob, AI kev lag luam tseem tab tom ntsib kev tsis txaus txaus, thiab kev thov tseem muaj zog. Cov teeb meem kev xa khoom luv luv tau cuam tshuam rau kev xa khoom, tab sis tsis xav tau. Ob peb lub lis piam dhau los, Asmeskas cov chaw muab kev pabcuam huab cua hyperscale tau nce peev kev siv nyiaj. Piv txwv li, Microsoft tau nce nws qhov kev siv peev nyiaj rau xyoo tom ntej los ntawm $ 54 billion txog $ 58 billion, hais txog nws cov peev txheej txuas ntxiv hauv AI.

Bank of America ntseeg tias yog Blackwell cov khoom xa tuaj qeeb, Nvidia tuaj yeem txuas ntxiv lub neej ntawm Hopper series GPUs (H100, H200), uas yuav muaj txiaj ntsig zoo rau cov khoom lag luam Taiwanese. Piv txwv li, Wistron tuav 95% kev ua lag luam sib koom hauv H100 thiab H200 server baseboards thiab kwv yees li 50% sib koom hauv GB200 suav boards.

Rau cov tuam txhab lag luam kho vajtse, Bank of America pom qhov txias txias yog qhov kev sib tw loj tshaj plaws. GB200 yog Nvidia thawj nti los txais yuav lub tshuab ua kua txias, yog li cov khoom siv yuav xav tau sijhawm ntxiv los txhim kho tus tsim thiab txhim kho kev ua haujlwm. Txawm hais tias muaj kev ceeb toom txog qhov tsis txaus ntawm cov khoom tseem ceeb xws li kev sib txuas ceev ceev (UQD) xav tau rau cov kua dej txias, xav txog tus nqi nruab nrab ntawm GB200 servers ($2-4 lab), cov saw hlau yuav tsum muaj peev nyiaj txaus. thiab cov peev txheej los daws cov teeb meem no.