英伟达最新芯片B30A曝光

Core Viewpoint - Nvidia is developing a new AI chip, codenamed B30A, which is expected to outperform the H20 model [1][2]. Group 1: Chip Development - The new chip is based on the latest Blackwell architecture and will utilize a single-chip configuration [3]. - The original computing power of the B30A chip may be only half that of the dual-chip configuration of Nvidia's flagship Blackwell architecture B300 GPU [5]. - Nvidia plans to start delivering the chip for testing next month, although the specifications are not yet fully confirmed [6]. Group 2: Features and Production - The B30A chip will integrate all major components onto a single silicon chip, similar to the H20 in terms of high bandwidth memory and NVLink technology for fast data transfer between processors [7][8]. - The production speed of this architecture's chips is expected to be 7 to 30 times faster than previous models [9]. Group 3: Market Expectations and Financial Performance - Nvidia's stock has risen over 30% this year, reaching a historic market value of $4 trillion, despite facing some skepticism [13]. - Analysts have raised Nvidia's stock price target, with one analyst increasing it from $200 to $240, anticipating that revenue and earnings per share will exceed expectations due to surging AI computing demand [14][15]. - The market consensus expects Nvidia's Q2 revenue to be $45.8 billion, with earnings per share of $1 [15]. Group 4: Additional Chip Development - Besides the B30A, Nvidia is also developing a separate, cheaper AI chip named RTX6000D, which is based on the Blackwell architecture but is configured for AI inference tasks [17][18]. - The RTX6000D will use traditional GDDR memory with a bandwidth of 1398 GB per second and is set to deliver small batches to customers in September [19].