NVIDIA GTC Preview: B100 Heavyweight Release, AI Empowering Various Industries

NVIDIA will open on the 18th of US time, and Huang Renxun will deliver a keynote speech (4-6 am Beijing time) to elaborate on NVIDIA's AI plan. The conference will run from March 18th to the 21st.

Data Center: Significant Performance Improvement in B100

The B100 adopts the new Blackwell architecture, with AI performance more than twice that of the H200 GPU and over four times that of the H100; power consumption is expected to exceed 1000W (an increase of 42% compared to the H100); using HBM3e, the HBM memory capacity is expected to reach 192GB (about 40% higher than the H200).

Previously, it was revealed during Dell Tech's financial report conference call that NVIDIA will also launch the B200 in 2025.

Robotics: "Latest Breakthroughs" to be Announced, Robots Enter a "Crazy Year"

Last Wednesday in US Eastern Time, the startup Figure, invested in by tech giants including NVIDIA, released its first robot demo powered by the latest OpenAI large model, showing impressive performance in embodied intelligence.

In February of this year, NVIDIA formed the "General Embodied Intelligence" research group, and at this GTC conference, there will be multiple sessions related to robots, where Huang Renxun will announce the "latest breakthroughs" in the field of robotics.

Hardware Side

At last year's GTC23 conference, NVIDIA released the Jetson edge AI development kit for AI robots and intelligent vision systems. On March 21st this year, the "Jetson and Robotics Developer Day" will delve into how to build the next generation of AI robots and edge applications.

Thriving AI Applications

AI has penetrated various industries such as finance, healthcare, consumer goods, telecommunications, manufacturing, automotive, robotics, entertainment, energy, etc. Leaders from various industries at this GTC conference will discuss how to leverage AI to drive innovation.

Investment Considerations

NVIDIA's next-generation chips are expected to continue to improve the cost-effectiveness of computing chips, and from the arrangement of the GTC conference, it can be seen that discussions on AI applications are taking place across various industries. It is anticipated that AI is reaching a tipping point for widespread application and volume growth.

GTC Conference, B100's Impact on Stock Price, Worth Watching

At the CES conference in early January this year, NVIDIA announced several ordinary chips, leading to a significant increase in stock price, hitting new highs for four consecutive days.

After the release of the B100, there may be subsequent releases of B200, x100, x200, etc...

NVIDIA's product roadmap:

Conference registration link: https://www.nvidia.cn/gtc-global/Apart from NVIDIA, these companies are worth paying attention to: AMD, SMCI, ASML, TSMC, ARM, Broadcom, Qualcomm, etc