Navia stock forecast, and more gap will happen quickly[Nvidia’s new H200, H200 and H20 chips can be more advantageous in the AI semiconductor competition
- Nvidia announced new H200 chips
- Nvidia announced that H200 is going to add 2 times faster output than H100 of Meta’s
- H200 was better than H100, so fast?
- The difference between H200 and H100 may know that there is no bandwidth outside capacity
- How can it increase as HBM bandwidth is increasing as the HBM bandwidth is increasing as Nvidia?
- This is because the part where the lesion occurs in GPU, such as LLM (GPT, the part that occurs in the GPU core(s) does not occur in memory parts)
- Therefore, if you remove memory bottleneck phenomenon, the utilization rate of the GPU nose is much faster
Why did Nvidia have left memory from H100?
- It’s my guess from here
- If you learn LLM model from H100 to learn LLM model, the utilization rate of H100 is less than 40% of memory bottlenecks
- The reason why Nvidia left memory bottlenecks are close to the meaning of memory bottlenecks because there is no alternative to buy more GPU
Why are you going to increase memory now?
- Then, the reason why Nvidia has more memory bandwidth and solve memory bottlenecks and solve memory bottlenecks
- First, AMD was famous for more HBM mounting.Even if the performance lower than H100, the user can obtain higher sense performance performance performance
- AI semiconductor, which Big Tech is a competitive opponent.They can’t be able to increase because of memory bottlenecks
- After the end of AI semiconductor competition becomes fierce, Nvidia has a little more difficult to buy more memory
- So I look at HBM bandwidth and it seems to release the HBM bandwidth
In the end, the memory project, which has been developed by the competition system, and the memory business system is rather comfortable
- LLM is important that GPU is also important, but it is characterized that requires HBM
- In AI semiconductor industry, non-mommo is increasingly fierce as development competition between various pads, but the AI industry can make HBM
- It’s not the story is not good at all right now.However, the product that reflects AI semiconductor market competition that reflects the AI semiconductor market competition, and X100 and X100, X100 and X100, X100 and X100 and X100 X100
One line summary: Nibody announced a new product called H200, but it is closer to the meaning of memory that sells GPU.S. rather difficult to smile…