NVIDIA's latest chip B30A exposed

Latest news, NVIDIA is developing a new AI chip.

Codenamed B30A, its performance is stronger than the H20 model.

According to Reuters, the chip is based on the latest and most powerful Blackwell architecture and will use a single-chip configuration.

Its original computing power may only be half that of NVIDIA's flagship Blackwell architecture B300 GPU dual-chip configuration.

Although the chip specifications have not been fully determined, NVIDIA hopes to work overtime—

to start delivering for testing next month.

Let's take a look at more details.

NVIDIA's Latest AI Chip

The new chip adopts a single-chip design, integrating all major components onto one silicon chip.

In addition, it also features functionalities similar to the H20, such as high-bandwidth memory and NVLink technology, enabling fast data transfer between processors.

The production speed of chips based on this architecture will be 7 to 30 times faster than before.

In June of this year, news broke that NVIDIA planned to develop a downgraded AI chip named "B30." It will support multi-GPU expansion for the first time, allowing users to create higher-performance computing clusters by connecting multiple sets of chips.

NVIDIA stated in an email, we will evaluate products according to our roadmap.

All products we offer have been fully approved by the relevant departments and are intended for beneficial commercial use only.

The timing of this news is quite interesting, coinciding with the eve of the earnings report. From the stock price perspective, there has already been a slight pullback.

Although NVIDIA has faced considerable skepticism this year, its stock price has risen over 30%, and during this process, it achieved the historic milestone of "a $4 trillion market value."

Now, market expectations for NVIDIA continue to rise. Reports indicate that multiple investment banks have raised their target prices for NVIDIA's stock.

Some analysts have raised NVIDIA's target price from $200 to $240, which is one of the highest target prices on Wall Street.

These analysts expect that against the backdrop of surging demand for AI computing power, as the Blackwell architecture accelerates, NVIDIA's revenue and earnings per share are likely to exceed expectations. The current market consensus expects NVIDIA's second-quarter revenue to be $45.8 billion, with earnings per share of $1.

In the past few days, Jensen Huang sold 150,000 shares of NVIDIA stock through eight transactions, cashing out $27.1 million.

There Are More New Chips

However, there are also reports that, in addition to this chip, NVIDIA has more new ones—

They are also preparing to develop a separate but cheaper AI chip.

That chip, named RTX6000D, is also based on the Blackwell architecture but has lower specifications, mainly used for AI inference tasks.

It uses traditional GDDR memory, with a memory bandwidth of 1398GB per second. This chip will be delivered to customers in small batches in September Author of this article: Quantum Bit, Source: Quantum Bit, Original Title: "NVIDIA's Latest Chip B30A Exposed"

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