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Nvidia will now make new AI chips every year


“A mountain of chips,” says Nvidia’s CEO.

(The industry darling H100 AI chip was Hopper, and the B200 is Blackwell, though those same architectures are used in gaming and creator GPUs as well.) Huang also shared a couple of his sales pitches on the call by way of explaining the incredible demand for Nvidia’s AI GPUs: Nvidia’s CFO interestingly says that automotive will be its “largest enterprise vertical within data center this year,” pointing to how Tesla purchased 35,000 H100 GPUs to train its “full-self driving” system, while “consumer internet companies” like Meta will continue to be a “strong growth vertical,” too.

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