But these are, as of now, reasons for Nvidia's prospective partners to consider incorporating NVLink Fusion and NVHBM into their custom designs, not benefits that will materialize in the Rubin rack-scale systems already in production.
Along with NVHBM itself, Nvidia announced that Amazon 's Annapurna Labs will be its first partner on NVHBM. , and Annapurna VP Nafea Bshara says: “We look forward to this technology collaboration to benefit future AWS infrastructure designs.” Annapurna's next-generation Trainium 4 AI chips will already support the NVLink Fusion scale-up interface, so it seems likely that follow-on chips will support NVHBM, too.
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As the Senior Analyst, Graphics at Tom's Hardware, Jeff Kampman covers everything that has to do with graphics cards, gaming performance, and more. From integrated graphics processors to discrete graphics cards to the hyperscale installations powering our AI future, if it's got a GPU in it, Jeff is on it.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jeffrey Kampman Senior Analyst, Graphics As the Senior Analyst, Graphics at Tom's Hardware, Jeff Kampman covers everything that has to do with graphics cards, gaming performance, and more. From integrated graphics processors to discrete graphics cards to the hyperscale installations powering our AI future, if it's got a GPU in it, Jeff is on it.
recycledelectrons Let's not name it NVHBM because everyone will assume it's non-volatile. I love NVIDIA's products. I've got 3 or 4 of their workstation video cards under my desk right now, but they need to name things so that average people understand what the products are. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/dram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/dram/nvidia-custom-nvhbm-promises-30-percent-higher-bandwidth-15-percent-lower-power-than-commodity-hbm4e-custom-base-die-and-phy-will-be-available-to-nvlink-fusion-partners#main
- https://www.tomshardware.com/membership
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