Nvidia is said to have opted to outsource the production of its next-generation GPUs to Taiwan's TSMC. Nvidia intends to manufacture its H100 GPUs on TSMC's 4-nanometer manufacturing technology.

NVIDIA's next-gen Hopper H100 GPU detailed at Hot Chips 34: TSMC 4nm process node, 80 billions transistors, PCIe 5.0, world's first HBM3 memory.

When Compared To The NVIDIA H100, The MI300X Has Some Issues. Let’s do a sanity check on AMD”s ambitions. First, I must say that the MI300 is an amazing chip, a tour de force of applying ...

NVIDIA H100 Hopper computing processor replaces the two-year-old Ampere" A100 ... (5 nm) node, has more than doubled the transistor count of the A100 processor, ...

This explains why Nvidia's H100 was in terrific demand last year, driving $47.5 billion in data center revenue for the company in its fiscal 2024 as compared to $15 billion in the previous year.

Inside, the NVIDIA H100 GPU is using TSMC's very latest CoWoS packaging technology, with a huge 814mm2 H100 GPU die with 6 memory modules around it: 80GB of ultra-fast HBM3 memory to be exact.

Nvidia's hardware dominates the industry, with Alphabet, Amazon, Meta, Microsoft, and Tesla spending hundreds of millions of dollars on its Hopper H100 and Blackwell superchips.

Nvidia is supply constrained and no matter if they sell A100, H100 or H200, there is simply a ceiling in the supply chain of OEMs for Nvidia. With AMD the case is different.

This explains why Nvidia's H100 was in terrific demand last year, driving $47.5 billion in data center revenue for the company in its fiscal 2024 as compared to $15 billion in the previous year.