Comments on: Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal Q4 https://www.nextplatform.com/2024/08/28/nvidia-says-blackwell-gpu-issues-are-fixed-ramp-starts-in-fiscal-q4/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Thu, 29 Aug 2024 18:58:55 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Timothy Prickett Morgan https://www.nextplatform.com/2024/08/28/nvidia-says-blackwell-gpu-issues-are-fixed-ramp-starts-in-fiscal-q4/#comment-233061 Thu, 29 Aug 2024 18:58:55 +0000 https://www.nextplatform.com/?p=144614#comment-233061 In reply to Robert.

Interpret as you will. Perhaps Dylan’s data was old.

]]> By: Robert https://www.nextplatform.com/2024/08/28/nvidia-says-blackwell-gpu-issues-are-fixed-ramp-starts-in-fiscal-q4/#comment-233058 Thu, 29 Aug 2024 14:44:31 +0000 https://www.nextplatform.com/?p=144614#comment-233058 So Dylan was completely wrong about the CoWoS-L problems he said Nvidia was experiancing?

]]> By: Patrice https://www.nextplatform.com/2024/08/28/nvidia-says-blackwell-gpu-issues-are-fixed-ramp-starts-in-fiscal-q4/#comment-233051 Thu, 29 Aug 2024 05:54:47 +0000 https://www.nextplatform.com/?p=144614#comment-233051 Really great quarter from Nvidia.
From this point, I assume Nvidia will grow 30/40% Y/Y. Everyone who thinks revenue will crash -50% truly underestimates the potential of AI. Couples of points to watch closely: Infiniband not being the 1st choice for peak power/$ opens a whole new set of competition on the Ethernet side. I get it that Nvidia will probably offer next-day shipping with the order of Spectrum-X, but when you wait for 100,000 GPUs, it’s already baked in that the waiting time will be extensive. So margin may compress a little bit here. 
And AMD unveiled also today that their MI300X equipped with the new EPYC CPU is on par with a H100 on the LLaMa 2 70B benchmark.
So I don’t think that NVIDIA will be able to price Blackwell well above $50,000, at least not for a long time. So margin(who are already in extravagenza territory at 50+%) will compress here too… But volume will go way up, and maybe in a few years, a subscription will be added for software maintenance/update.
Last point, I think Apple will miss the mark totally on the A.I side and will have no choice but to invest heavily to catch up, so a lot of revenue may be coming in a few months/year.
By the way, great article and interview.

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