NVIDIA's New B200A Targets OEM Customers; High-End GPU Shipments Expected to Grow 55% in 2025
Despite recent rumors speculating on NVIDIA's supposed cancellation of the B100 in favor of the B200A, TrendForce reports that NVIDIA is still on track to launch both the B100 and B200 in the 2H24 as it aims to target CSP customers. Additionally, a scaled-down B200A is planned for other enterprise clients, focusing on edge AI applications.
TrendForce reports that NVIDIA will prioritize the B100 and B200 for CSP customers with higher demand due to the tight production capacity of CoWoS-L. Shipments are expected to commence after 3Q24. In light of yield and mass production challenges with CoWoS-L, NVIDIA is also planning the B200A for other enterprise clients, utilizing CoWoS-S packaging technology.
TrendForce reports that NVIDIA will prioritize the B100 and B200 for CSP customers with higher demand due to the tight production capacity of CoWoS-L. Shipments are expected to commence after 3Q24. In light of yield and mass production challenges with CoWoS-L, NVIDIA is also planning the B200A for other enterprise clients, utilizing CoWoS-S packaging technology.
