NVIDIA's Blackwell B100 GPUs have reportedly entered the supply chain certification stage which is another step in the development of the next-gen AI powerhouse.
According to Chinese and Taiwanese outlets, UDN & CTEE, it is being reported that NVIDIA has now entered the Supply Chain Certification stage for its upcoming Blackwell B100 AI GPUs. The GPU will succeed the Hopper H100 chip and deliver a major leap in compute performance & AI capabilities.
To realize swift manufacturing and supply during launch, NVIDIA is now selecting its supply chain partners reports suggest that Wistron has been selected as the primary partner who will supply substrates for the production of the Blackwell GPUs. Both Wistron and Foxconn were in the race to secure these orders however reservations with yields and other factors led to Wistron winning all of the early-stage orders.
NVIDIA's GB200 (B100) AI server is scheduled to be launched in 2024. The supply chain has entered the certification stage. There are rumors in the market that Hon Hai originally planned to win the B100 substrate order, but recently the certification has been "blocked". Wistron maintains the Original order share.
It is rumored that Huida originally planned to include Hon Hai as the second AI-GPU server substrate supplier for the next-generation B100 series. However, due to yield rate and other considerations, Wistron will still obtain 100% of the order share, and Wistron is also taking advantage of the opportunity. The early stage orders for AI-GPU modules are reportedly successful.
via CTEE
UDN also mentions that NVIDIA will be shifting its orders of H100 and B100 GPUs to Foxconn in North America. These are specifically for the H100 & B100 modules so while the substrates
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