NVIDIA is expecting a steady CoWoS packaging supply for its Blackwell AI GPUs as its CEO sees optimism in the supply chain. NVIDIA Significantly Improves Supply Chain For Blackwell AI GPUs, Not Going To Be A Repeat of Hopper Chips We are all aware of how the debut of NVIDIA's previous Hopper H100 GPUs came with a massive order backlog in the supply chain due to the low production capacities of packaging facilities. This created a huge problem for NVIDIA since they were struggling to meet the massive AI market demand, ultimately creating gaps for competitors to fill in. It […]
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