比H20还要强大！英伟达最新B30A芯片曝光

Core Viewpoint - Nvidia is developing a new AI chip, codenamed B30A, which is expected to outperform the H20 model and is based on the latest Blackwell architecture [2][3][4]. Group 1: Chip Development - The B30A chip will utilize a single-chip design, integrating all major components onto one silicon piece [8]. - It is reported that the original computing power of the B30A may be only half that of Nvidia's flagship B300 GPU, which uses a dual-chip configuration [6]. - The production speed of chips based on this architecture is expected to be 7 to 30 times faster than previous models [10]. Group 2: Market Expectations - Nvidia's stock price has increased by over 30% this year, reaching a historic market cap of $4 trillion [13]. - Analysts have raised Nvidia's stock price target, with one notable increase from $200 to $240, reflecting high expectations for revenue and earnings per share due to surging AI computing demand [14][15]. - The consensus estimate for Nvidia's Q2 revenue is $45.8 billion, with earnings per share projected at $1 [15]. Group 3: Additional Chip Developments - Besides the B30A, Nvidia is also working on a more affordable AI chip named RTX6000D, which is based on the Blackwell architecture but is designed for AI inference tasks [18][19]. - The RTX6000D will feature traditional GDDR memory with a memory bandwidth of 1398 GB per second and is set for small batch delivery to customers in September [20].