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● NVIDIA GTC 2025 핵심 내용 요약

황금알을 낳는 거위 NVIDIA AI 제국이 온다

NVIDIA AI Server Innovation and fp4 Response Outlook

1. NVIDIA GTC 2025 and AI Hegemony Prediction

Forecasts how the central axis of the AI market will be reorganized through recent announcements related to NVIDIA’s GTC 2025.

As analysts predict, NVIDIA plans to proactively respond to future demand with advanced AI servers and fp4-based products.

In a rapidly changing technology trend, this strategy has a significant impact on the global economy and the data center market.

This is a flow in which the keywords economy, global, NVIDIA, AI, and data center are naturally connected.

2. fp4 Technology and New Product B300 Series Development

NVIDIA announced a new AI server (B300 series) that combines existing GPU, HBM memory, and fp4 technology.

The B300 series is expected to achieve a substantial upgrade with more than 50% performance improvement and a significant increase in memory capacity compared to the B200.

Initial trial production is scheduled to begin in the second quarter, and full-scale production is scheduled to begin in the third quarter, which is a strategy to proactively respond to customers’ future needs.

3. Cores Technology Comparison and Interposer Innovation

NVIDIA adopts differentiated Cores technology (Cores L vs. Cores S) of dual die and single die methods.

A new method that combines the existing silicon interposer method and TSMC InFO technology increases precision with chip-on-wafer-on-substrate packaging.

This technological innovation alleviates chip production yield problems and is expected to further increase the efficiency of large-scale computing infrastructure such as data centers.

4. Cooling System Innovation and Data Center Infrastructure Response

The introduction of liquid immersion cooling (water cooling) is being reviewed to solve the heat generation problem caused by the high-performance calculation of new products.

Moving away from the existing air cooling method and applying liquid cooling technology also presents the challenge of redesigning the entire data center building and infrastructure.

At the same time, various cooling and performance improvement strategies, such as the RTX series for workstations and the application of GDDR7 memory, are underway.

5. Market Response Strategy and Impact on the Global Economy

NVIDIA’s hardware design and manufacturing strategy is to proactively respond to future demand, considering a development period of 2-3 years.

As the global AI market and data center competition intensifies, this strategy is expected to have a positive impact on the overall economy.

In addition, various hybrid computing solutions and network infrastructure (PCIe Gen6 support) are also being promoted to strengthen competitiveness in the AI and data center fields.

Summary

NVIDIA is preparing a high-performance AI server (B300 series) that will lead the future of the AI and data center markets for GTC 2025.

It is expected to reorganize the global economy and data center infrastructure through innovative hardware strategies such as fp4 technology, next-generation Cores method, and liquid immersion cooling.

This response strategy is expected to further increase competitiveness by improving performance by more than 50% compared to the existing one, and expanding the application of HBM and GDDR7 memory.

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*Source : [안될공학 – IT 테크 신기술] 방금 나온 NVIDIA GTC 2025 … 궈밍치 예측 젠슨황 기조연설 나올 내용의 의미 | 앞으로의 AI 시대와 NVIDIA의 AI 패권은? | B300과 액체냉각 | CoWoS