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NVIDIA Announces Launch of Blackwell Servers, Dismisses Delay Rumors, and Reveals Many Technological Innovations | XenoSpectrum
2024/8/24 (full text reprint) It's a long sentence 👇
Nvidia announced the commencement of operation of the next-generation AI platform Blackwell,I dismissed the rumor about the delay. Ahead of the Hot Chips 2024 conference, the company disclosed the state of the installation and configuration of the Blackwell server, and also clarified details of advanced technologies that will shape the future of AI and high-performance computing, such as innovative liquid cooling technology and new quantization systems.
Nvidia's BlackWell: A comprehensive platform that opens up a new era of AI
Nvidia's BlackWell is designed as a comprehensive ecosystem that goes beyond the boundaries of a simple GPU. Dave Salvator (NVIDIA's Accelerated Computing Product Division Director) said, “NVIDIA Blackwell is a platform, and GPUs are the beginning...
2024/8/24 (full text reprint) It's a long sentence 👇
Nvidia announced the commencement of operation of the next-generation AI platform Blackwell,I dismissed the rumor about the delay. Ahead of the Hot Chips 2024 conference, the company disclosed the state of the installation and configuration of the Blackwell server, and also clarified details of advanced technologies that will shape the future of AI and high-performance computing, such as innovative liquid cooling technology and new quantization systems.
Nvidia's BlackWell: A comprehensive platform that opens up a new era of AI
Nvidia's BlackWell is designed as a comprehensive ecosystem that goes beyond the boundaries of a simple GPU. Dave Salvator (NVIDIA's Accelerated Computing Product Division Director) said, “NVIDIA Blackwell is a platform, and GPUs are the beginning...
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IMF suggests possibility of continued interest rate hikes by Bank of Japan
2024/8/24 9:50 AM GMT+9 (some excerpts)
International Monetary Fund (IMF) chief economist Pierre Olivier Grancha expressed recognition on the 23rd that Japan's monetary policy has room for normalization of ultra-low interest rate policies due to heightened inflation expectations, and that it is possible for the Bank of Japan to gradually raise interest rates.
I responded to a Reuters interview at Jackson Hole where an economic symposium is being held.
Regarding the speed of additional interest rate hikes, he stated that “it will be greatly influenced by data.”
2024/8/24 9:50 AM GMT+9 (some excerpts)
International Monetary Fund (IMF) chief economist Pierre Olivier Grancha expressed recognition on the 23rd that Japan's monetary policy has room for normalization of ultra-low interest rate policies due to heightened inflation expectations, and that it is possible for the Bank of Japan to gradually raise interest rates.
I responded to a Reuters interview at Jackson Hole where an economic symposium is being held.
Regarding the speed of additional interest rate hikes, he stated that “it will be greatly influenced by data.”
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$NVIDIA (NVDA.US)$
Best position!
I want to wait for financial results next week from 130 to 135
Thank you all for your hard work this week ❤️
Expectations after financial results
☆ RAZIEL ★ BANK RATING
Raziel Bank has updated NVIDIA ratings.
150 → 160 is very bullish
Dog walking It's hot, so the weather is neutral.
Best position!
I want to wait for financial results next week from 130 to 135
Thank you all for your hard work this week ❤️
Expectations after financial results
☆ RAZIEL ★ BANK RATING
Raziel Bank has updated NVIDIA ratings.
150 → 160 is very bullish
Dog walking It's hot, so the weather is neutral.
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$NVIDIA (NVDA.US)$
Nvidia is scheduled to announce details of the next-generation GPU architecture “Blackwell” at the Hot Chips meeting next week. In this post, we will analyze Blackwell's technological innovations and their impact on the AI market based on published information.
1 ️ ECT Blackwell Architecture Innovations
a) Transistor count and manufacturing process:
Blackwell is equipped with 208 billion transistors and is expected to be manufactured using TSMC's 4nm process. This is a significant increase from the current Hopper (H100) 80 billion transistor, and a dramatic improvement in computational capability with a single chip is expected.
b) Innovations in chip-to-chip communication:
Due to the evolution of NVSwitch technology, the bandwidth between GPU pairs will double from 900 GB/sec to 1.8 TB/sec. This is an important evolution that prevents data transfer between chips from becoming a bottleneck in operations that require parallel processing, such as large-scale language models (LLM)...
Nvidia is scheduled to announce details of the next-generation GPU architecture “Blackwell” at the Hot Chips meeting next week. In this post, we will analyze Blackwell's technological innovations and their impact on the AI market based on published information.
1 ️ ECT Blackwell Architecture Innovations
a) Transistor count and manufacturing process:
Blackwell is equipped with 208 billion transistors and is expected to be manufactured using TSMC's 4nm process. This is a significant increase from the current Hopper (H100) 80 billion transistor, and a dramatic improvement in computational capability with a single chip is expected.
b) Innovations in chip-to-chip communication:
Due to the evolution of NVSwitch technology, the bandwidth between GPU pairs will double from 900 GB/sec to 1.8 TB/sec. This is an important evolution that prevents data transfer between chips from becoming a bottleneck in operations that require parallel processing, such as large-scale language models (LLM)...
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$NVIDIA (NVDA.US)$
1 ️ ESG Market Overview: Tight supply and demand are accelerating
The North American data center market in the first half of 2024 entered an unprecedented state of tight supply and demand. According to CBRE's latest report, vacancy rates in key markets have dropped to a record low of 2.8%, and around 80% of the 3.87 GW capacity under construction has already been pre-leased. This situation is mainly due to a rapid increase in demand from AI-related companies in addition to continued demand from cloud providers.
This tight supply and demand is not simply a temporary phenomenon; it suggests structural changes in the industry. Demand for high-density and high-power computing capabilities is rapidly increasing along with the increase in AI workloads, and this is widening the gap between old and new data centers.
2 ️ ESG Price Trends: Moderate Increase Continues
Prices are on an upward trend, reflecting market tightness. The average monthly rent on the 250-500 kW scale increased 7% from the previous year to $174.06/kW/month. What is noteworthy is the 26% price increase in the Atlanta market, which clearly shows the concentration of AI-related demand...
1 ️ ESG Market Overview: Tight supply and demand are accelerating
The North American data center market in the first half of 2024 entered an unprecedented state of tight supply and demand. According to CBRE's latest report, vacancy rates in key markets have dropped to a record low of 2.8%, and around 80% of the 3.87 GW capacity under construction has already been pre-leased. This situation is mainly due to a rapid increase in demand from AI-related companies in addition to continued demand from cloud providers.
This tight supply and demand is not simply a temporary phenomenon; it suggests structural changes in the industry. Demand for high-density and high-power computing capabilities is rapidly increasing along with the increase in AI workloads, and this is widening the gap between old and new data centers.
2 ️ ESG Price Trends: Moderate Increase Continues
Prices are on an upward trend, reflecting market tightness. The average monthly rent on the 250-500 kW scale increased 7% from the previous year to $174.06/kW/month. What is noteworthy is the 26% price increase in the Atlanta market, which clearly shows the concentration of AI-related demand...
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$USD/JPY (USDJPY.FX)$ With a weaker dollar $Bitcoin (BTC.CC)$ $AUD/JPY (AUDJPY.FX)$ The depreciation of the dollar has spread to the cross yen, and the Australian dollar, which is expected to keep policy interest rates high for a long time, is strong.
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$NVIDIA (NVDA.US)$
I believed in NBANCHO and invested
Repeat bed pins without selling
A surefire way to win by waiting for time
I'm being patient with Nohan for a while!
Since it exceeded the ultra-high wave 🌊
I can see ahead, the future is bright 🔆
Waiting is the shortest way ‼️
v (^_^v) ♪
I believed in NBANCHO and invested
Repeat bed pins without selling
A surefire way to win by waiting for time
I'm being patient with Nohan for a while!
Since it exceeded the ultra-high wave 🌊
I can see ahead, the future is bright 🔆
Waiting is the shortest way ‼️
v (^_^v) ♪
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$Eli Lilly and Co (LLY.US)$ I wonder if I should go with Lily for now
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