Nvidia hardware roadmap for the next couple of years with the upcoming H200, B100, and “X100” GPUs. Nvidia’s move to annual updates on AI GPUs is very significant and has many ramifications. Nvidia’s process technology plans, HBM3E speeds/capacities, and their incredibly ambitious NVLink and 1.6T 224G SerDes plans. If this plan is successful, Nvidia blows everyone out of the waters.
Nvidia Hardware Roadmap
Nvidia’s business tactics which some may even view as anti-competitive with regards to sales strategies and bundling. Nvidia’s strategic sourcing is also amazing to watch with regard to the supplier management.
Stay tuned for Part 3 where I will view the roadmap centric discussions into technical and competitive position.
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