Nvidia, a leading player in the GPU industry, is set to make a significant leap forward with the release of its Blackwell B100 GPU in 2024. According to a recent report from DigiTimes, the company is poised to adopt TSMC’s cutting-edge 3nm-class process technology for this venture. This move underscores Nvidia’s commitment to staying at the forefront of technological advancement.
This choice of technology is strategic, as it is expected to enhance the performance of the B100 GPU significantly. The GB100 product, as it’s known internally, is projected to utilize a multi-chiplet design, a departure from the GH100 product based on the Hopper architecture. This shift promises tangible gains in performance, signaling Nvidia’s dedication to pushing the boundaries of what’s achievable in GPU technology.
The launch of the GB100 in 2024 aligns with Nvidia’s typical two-year cadence for introducing new GPU architectures. This timing not only capitalizes on the advancements in semiconductor technology but also ensures that Nvidia remains competitive in an ever-evolving market.
It’s worth noting that Nvidia won’t be alone in adopting TSMC’s N3 technology. Industry giants such as AMD, Intel, MediaTek, and Qualcomm are all poised to make similar transitions between 2024 and 2025. MediaTek has already taken a significant step in this direction by tapping out its inaugural N3E design with TSMC.
Apple, on the other hand, currently stands as the sole user of TSMC’s N3B (1st generation N3) technology, employing it for the production of its A17 Pro system-on-chip for smartphones. This technology is anticipated to extend its reach, potentially finding applications in other SoCs, including M3, M3 Pro, M3 Max, and M3 Ultra, catering to Mac personal computers.
Nvidia’s foray into the 3nm-class process technology with the Blackwell B100 GPU represents a pivotal moment in the company’s journey. With the potential for a substantial boost in performance and the broader industry trend towards adopting advanced nodes, Nvidia is positioning itself to maintain its dominant position in the market.
The $300 billion AI revenue target by 2027 further underscores the company’s dedication to pushing the boundaries of technological innovation. In the dynamic landscape of semiconductor technology, Nvidia’s strategic moves are poised to shape the industry’s future.