Blackwell B100 AI GPUs getting closer to launch, as Nvidia secures supply orders from Wistron and Foxconn

Earlier this month, Nvidia revealed that its next gen Blackwell AI GPUs should release sometime in 2024, more than half a year in advance compared to previous roadmaps. It seems Team Green intends to meet the ever increasing demand for AI accelerators and is planning to release new generations on a yearly basis starting with 2024, which may suggest that gaming GPUs could also be refreshed every year. According to reports published by CTEE and UDN, Nvidia could launch the Blackwell B100 AI GPUs by early summer 2024, as the chips is already entering the supply chain certification stage.

For this phase, Nvidia is looking to secure key production components such as substrates and package materials from supply chain partners. CTEE reports that Nvidia selected Wistron over Hon Hai (Foxconn) as the main substrate supplier for the Blackwell GPUs. Hon Hai was supposed to be a backup supplier, but its yield rates made Nvidia reconsider and place all the orders through Wistron.

Hon Hai still remains an important partner, however, but it will be responsible with the GPU module packaging, according to UDN. Nvidia plans to move future H100 and B100 GPU module production to Hon Hai’s factories in Mexico, U.S. and Taiwan in order to avoid the restrictions imposed on China.

The Blackwell B100 AI GPUs should feature a multi-chip module design coupled with HBM3e VRAM, but the gaming GPUs expected to launch in late 2024 are believed to retain the monolithic design and may include GDDR7 VRAM.

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