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SK hynix posts record-breaking HBM sales over the last few months, is sold out of its HBM supply for 2024 and is expecting gigantic growth in 2025.
NVIDIA's upcoming GTC 2024 returns to an in-person event, the keynote by Jensen Huang will be focused purely on AI, expect a Blackwell GPU reveal.
NVIDIA reportedly has an estimated 90% of the AI GPU market share, with 1.5 million to 2 million AI GPUs to be sold by NVIDIA in 2024 alone.
NVIDIA CEO Jensen Huang visits Taiwan and TSMC to check on the mass production status of Hopper H200, Blackwell B100 AI GPUs that will release this year.