In October last year, Nvidia introduced in an investor briefing that includes HBM3E, PCI Express standards (60/7.0) updates and multi-GPU interconnection technology updates, and also released a product roadmap, which shows its data center plan from 2024 to 2025, which will bring products such as GB200NVL, GB200, B100 and B40 based on the Blackwell architecture.
Recently, Jeff Clarke, chief operating officer of Dell, was interviewed by **, saying that he is excited about the next B100 and B200, and its engineering team has been ready for NVIDIA's ** data center products, bringing thermal solutions to meet the needs of 1000W power consumption for each GPU, and next year's B200 has the opportunity for Dell to demonstrate engineering and related work for this, during which a lot of expertise is used to make liquid cooling can operate at scale. Among them, we can learn that Nvidia also has a product called B200, which is not on the product roadmap released before, and the replacement of the existing H200 is B100, and GB200 and GB200NVL will also be provided for different application scenarios. At the same time, as one of NVIDIA's main partners in the data center field, Dell executives also confirmed that the B200 will be released in 2025. In addition, the B200 has the potential to reach the level of 1000W, compared to the current 700W of the H100 SXM.
There have been ** contacts with Nvidia and Dell to learn more about the B200, but they have been refused. GTC 2024 will be held March 18-21, 2024 at the San Jose Convention Center in California, and Nvidia will likely choose to bring an update on the Blackwell architecture at the event.