This is an opportunity for Advanced Micro Devices but they had better be moving on it right now. Much as AMD wants to sell their new chip* to the hyper-scalers and the likes of Elon Musk and Oracle's Larry Ellison, those are the customers that will get preferential treatment from Nvidia. So AMD's play would be to go to the next tier of GPU users, buying in 10,000 chip batches rather than 100,000 at a time.
From Data Center Dynamics, October 11:
Products to start shipping out this quarter
Nvidia’s upcoming Blackwell processors have sold out for the next 12 months.
The news was shared in a client note published by Morgan Stanley analyst Joseph Moore after the firm hosted Nvidia’s CEO Jensen Huang and other executives from the company this week.
According to Moore, the product rollout is on schedule and Nvidia’s Blackwell GPUs are “booked out 12 months,” meaning customers who have not yet placed an order with the company won’t receive any Blackwell products until late 2025.
Nvidia announced the Blackwell GPU family in March of this year.
Manufactured using a custom-built, two-reticle limit 4NP TSMC process with GPU dies connected by 10TBps chip-to-chip link into a single, unified GPU, Blackwell GPUs have 208 billion transistors. This is an increase on the 80bn in the Hopper series and includes a second-generation transformer engine and new 4-bit floating point AI inference capabilities.
Earlier this week, Microsoft became the first cloud to deploy Nvidia’s GB200 AI servers....
