Core Insights - The article discusses the anticipated performance and market release timelines for the AI semiconductor products 910D and 920, highlighting their architectural improvements and expected advantages over previous models [1]. Group 1: 910D Overview - 910D is designed with four dies, an upgrade from the two dies in 910C, enhancing its performance to exceed that of the H100 [1]. - The expected market release for 910D is optimistic, with potential availability by Q2 2024 and no later than Q2 2026 [1]. - The performance of 910D is expected to support certain training applications, although its cost-effectiveness may decline for models exceeding 400 billion parameters due to weaker ecosystem capabilities [1]. Group 2: 920 Overview - The 920 will also have multiple versions, with the first version adopting a dual-die design and optimized processes, transitioning to a GPGPU architecture for better ecosystem integration with NVIDIA [1]. - The first batch of 920 chips is expected to be available by the end of 2025, with larger scale production anticipated around mid-2027 [1].