TECH - Nvidia's Blackwell GPUs Spark Analyst Excitement: Predicted to Drive Next Wave of AI Innovation | Benzinga
Wedbush analyst Matt Bryson reiterated Nvidia Corp (NASDAQ:NVDA) with an Outperform and a $1,000 price target.
Nvidia has unveiled four new discrete hardware offerings as part of its Blackwell launch, all based on its latest chip technology but differentiated by packaging and systems design.
The lineup includes the B100, a direct replacement for the H100 architecture with a consistent TDP, available as an HGX offering.
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The B200 features two dies linked via a 10 TB/s Nvidia High Bandwidth Interface, functioning as a single chip and available in an 8 GPU HGX variant.
The GB200 combines two B200s (four dies) with a Grace processor, while the GB200 NVL72 is a liquid-cooled rack-scale system comprising 36 GB200 Superchips designed to act as a single GPU. These systems can be interconnected through Nvidia’s new X800 switches to form large clusters with minimal transport latency.
Bryson’s key takeaways include the B100 offering an easy upgrade path that could drive significant demand for Nvidia’s next-generation parts. He said the packaging and systems architectures of Nvidia’s new offerings promise substantial performance gains.
The analyst noted that the B100 doubles training performance compared to the Hopper architecture due to Nvidia’s FP4 format. Bryson stated that the B200 quadruples training performance is further enhanced when packaged with Nvidia’s Grace processor in the GB200 and GB200 NVL72 systems.
He ...