NVIDIA GTC Focuses on Empowering Healthcare and Manufacturing with High-Performance, Low-Energy Chips

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TrendForce's analysis of NVIDIA's GPU Technology Conference (GTC) spotlights the Blackwell AI server architecture as this year's standout hardware innovation. Enhanced by the second-gen Transformer engine and fifth-gen NVLink technology, Blackwell supports AI training and real-time inference for models with up to 10 trillion parameters. Leveraging this foundation, NVIDIA is set to launch AI chips like the B100, B200, and GB200, prepping for a surge in advanced AI applications. With NVIDIA's quick iteration cycle, these improvements in cost-efficiency and energy consumption mean these products could dominate the market by 2025 after their expected late 2024 release.

Furthermore, TrendForce points to NVIDIA's roadmap, hinting at successors to the B100 series, such as the X100 and GX200, while specifics remain under wraps. The strategy focuses on boosting compute power via NVLink and cutting energy use, likely incorporating high-efficiency HBM to support Sovereign AI initiatives.

NVIDIA GTC 2024 also promises a range of products and services, particularly in healthcare and manufacturing. In healthcare, NVIDIA is rolling out over 20 generative AI microservices tailored for medical applications, alongside updates to the BioNeMo model to advance drug development. For manufacturing, the launch of the GR00T project base model for humanoid robots and generative AI applications through the Isaac platform marks significant strides in manufacturing and logistics.

TrendForce notes that while NVIDIA's tools span various industries, the focus on healthcare and manufacturing stems from their readiness for smart transformations, the relative ease of data collection in these sectors, and the maturity of simulation technologies. As NVIDIA aims to pioneer DaaS, transforming data into valuable solutions becomes paramount. Given this strategy, the evolving automotive industry, particularly autonomous and electric vehicles, is poised for significant growth, with smart carriers marking the next development phase.