今年年底,明年年初看好 Blackwell cycle! 後年 機器人跟上 , 還有萬一 AGI 到來那硬體又來一大波。。。
NVIDIA places fresh new orders with TSMC for more Blackwell GB200, B100, B200 AI chips (tweaktown.com)
Packaging & testing companies scrambling to meet demand for Nvidia Blackwell GPUs - DCD (datacenterdynamics.com)