Again, the B100 is only 20% faster than the H200 on average within the same target accuracy. There's nothing revolutionary about this architecture, that's why it's 4nm.
Nvidia drops precision and makes software improvements to sell a new gen. AMD has a lot to improve with software optimization alone, and in a market where there's a shortage of chips, it doesn't need to beat Nvidia, companies will buy what's available.
Production capacity at TSMC is bought up front, AMD and Nvidia are among the biggest customers.
The B100 is only 20% faster than the H200 on average within the same target accuracy. There's nothing revolutionary about this architecture, that's why it's 4nm.
Nvidia drops precision and adjusts via software to sell a new gen.
Nvidia drops precision and makes software improvements to sell a new gen. AMD has a lot to improve with software optimization alone, and in a market where there's a shortage of chips, it doesn't need to beat Nvidia, companies will buy what's available.
Production capacity at TSMC is bought up front, AMD and Nvidia are among the biggest customers.