NVIDIA to Unveil Next-Gen Blackwell AI GPUs at GTC 2024

As NVIDIA's GTC 2024 Conference approaches, anticipation grows for the unveiling of its next-generation Blackwell AI GPUs. This year's GTC, a physical event expected to attract 16,000 attendees, marks a significant moment for NVIDIA as it navigates the AI-driven future. The conference will spotlight new hardware and software, including the much-anticipated Blackwell AI GPUs, which are poised to become the market's new "AI weapon," potentially surpassing the popularity of the H100 series.

While specific details of the Blackwell GPUs remain under wraps, industry speculation suggests a possible chiplet (MCM) design or an initial monolithic structure transitioning to a multi-package solution in future revisions. Key features to look out for include HBM3e memory, with hints at higher memory capacities and advanced specs, such as 16-Hi stacks. Future models might also embrace the next-gen HBM4 standard. Dell's Senior Vice President highlighted their cooling solutions' capacity to handle up to 1000W, a necessity given the expected computational power of these GPUs.

The GTC 2024 will also showcase advancements in NVIDIA's CUDA platform, crucial for the AI performance of its accelerators. While exact improvements remain unspecified, these updates are anticipated to refine the NVIDIA ecosystem and maintain its competitive edge.

Scheduled for March 18, the GTC 2024 Conference is set to be a landmark event in the AI industry, reflecting NVIDIA's strategic direction and potentially influencing its market and financial standing.