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Nvidia’s Christmas Present: GB300 & B300 – Reasoning Inference, Amazon, Memory, Supply Chain – SemiAnalysis
https://semianalysis.com/2024/12/25/nvidias-christmas-present-gb300-b300-reasoning-inference-amazon-memory-supply-chain/
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Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, …
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