NVIDIA's product roadmap
NVIDIA's product roadmap will bring stronger pricing power and TAM. NVIDIA needs to complete the transition from the old generation AI GPU (such as H100) to the upcoming B100 in 2024, which is expected to happen in the third or fourth quarter of 2024. The GB200 AI platform will combine Grace Hopper CPU and B200 AI GPU, and is expected to be launched in 2024, with DNU lifting starting in 2025.
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Golden Cross Duck : So is this the next 3 trillion company?
AbdulK Golden Cross Duck: And bigger, Yes. Think about this - every industry need nVidia and nVidia continues to deliver.