SemiAnalysis • 6364 implied HN points • 18 Mar 24
- Nvidia's new Blackwell GPUs introduce B100, B200, and GB200 models, offering improved performance and architecture.
- The B100 has exceptional gross margins exceeding 85%, showcasing Nvidia's strong pricing power in the market.
- The configuration of the Blackwell GPUs includes 8 stacks of 8-hi HBM3E with up to 192GB capacity, utilizing CoWoS-L technology for increased performance.