News about Blackwell is pouring in at the moment. And let’s not forget the GTC, a conference focused on GPU technologies. It’s only to be expected that we’ll be hearing a lot about this next-generation GPU, especially since NVIDIA recently announced it.
This time, we learn that the brand has invested heavily to bring this generation to market. But we can expect this series to be profitable, especially given the unit cost of each card!
Blackwell: $10 billion investment, $30,000 to $40,000 unit price!
As we saw yesterday, the B100, B200 and GB200 are clearly not here to string pearls. In fact, performance is through the roof, as is the 192 GB of VRAM!
In any case, AMD is unlikely to be able to compete for some time with these cards, which promise to be very powerful in the field of AI. Even though the company has just launched its RADEON MI300X, it’s only here to fight it out with the green H100s. AMD’s only salvation lies in its much more affordable prices: $10,000 to $15,000 per board, and too much demand from NVIDIA. If the greens fail to supply their customers, the reds have a card to play.
It has to be said that the chameleon has given itself the means to achieve its ambitions with this generation. In an interview, Jensen Huang calmly points out that the development of these new chips has cost something like $10 billion if you hold a B200 between your fingers. Worse still, the unit cost of each one is estimated at between $30,000 and $40,000. Now you’re talking!
