Posted 12/28/2023, 1:25:12 PM
Nvidia Secures Over $1B in Next-Gen Memory to Power 2024 AI and HPC GPUs
- Nvidia pre-purchases over $1 billion in HBM3E memory from Micron and SK Hynix to ensure supply for 2024 AI and HPC GPU releases
- The purchases are likely for the upcoming H200 AI GPU with 141GB HBM3E and GH200 platform with 141GB HBM3E
- Nvidia typically sells finished PCIe cards and SXM modules for AI/HPC, so securing memory supply makes sense
- With Nvidia GPUs sold out for quarters, steady HBM3E supply is critical for H100, H200, GH200 etc.
- If Micron/SK Hynix cannot supply enough HBM3E to others like AMD and Intel, Nvidia can strengthen its leading AI hardware market position