Tom's Hardware H100 projections
Summary
Nvidia aims to significantly increase production of its H100 compute GPUs in 2024, driven by massive demand for AI and HPC applications. The company faces technical challenges in scaling production.
Review
The source details Nvidia's ambitious plan to dramatically scale up production of its H100 compute GPUs, a critical component for AI and high-performance computing. The company aims to increase output from approximately 500,000 units in 2023 to between 1.5 and 2 million units in 2024, representing a threefold increase that could generate substantial revenue. The production scaling faces several technical challenges, including the complex manufacturing of the large 814 mm² GH100 processor, securing sufficient 4N wafer supply from TSMC, obtaining HBM memory packages, and ensuring partner capacity for AI server production. Despite these obstacles, the massive demand for Nvidia's CUDA-based GPUs from major cloud providers like Amazon and Google underscores the strategic importance of this expansion. The potential success of this plan could significantly reshape the AI computing landscape and cement Nvidia's leadership in AI infrastructure.
Key Points
- Nvidia plans to increase H100 GPU production from 500,000 to 1.5-2 million units in 2024
- Production faces technical challenges in wafer supply, memory packaging, and server infrastructure
- Demand is driven by AI and high-performance computing applications across major tech companies