NVIDIA Increases GDDR7 Memory Orders for Blackwell B40 AI GPU
NVIDIA has almost doubled the GDDR7 memory orders to Samsung, if a Korean report is accurate. This, the report explained, would be soon associated, for instance, with the building-up of NVIDIA's soon-to-be-released Blackwell B40 AI GPU, a chip meant especially for the Chinese market to circumvent U.S. export restrictions.
The Blackwell B40 and NVIDIA's China Strategy
In view of Chinese restrictions, NVIDIA's earnings were compromised by null Chinese sales for which no revenue from highly sought-after H20 AI GPUs was earned. To resolve this problem, CEO Jensen Huang moved into talks with the American administration to have an export license issued for the next-generation B40 chip.
The unique characteristic of the B40 is its reliance on GDDR7 memory instead of HBM memory, the former material being less tightly governed. A likely launch scenario is already supported by an increase in production demands. Approval from US authorities is presumed in light of the reports aired recently. In a successive month, US President Trump made the following statement to confirm his conversations with Huang concerning the B40 "He wants an unenhanced version of the big one is that correct" says the outgoing US President. This particular action appears to be a more strategic way for NVIDIA to start preparing its future revenue stream from the Chinese market.
Samsung Secures Major GDDR7 Order
It is a remarkable milestone for Samsung in securing a foothold in the high-end AI GPU market, as per the insider. Samsung has been dealing with much an unsettling history with NVIDIA when it came to getting contracts for their own HBM products. Thus, getting an offer worth $144 million (around 200 billion Korean won) in GDDR7 memory is quite a leap forward.
Broad Success for the Blackwell Architecture
Greater Support for the Success and Growth of the Blackwell Architecture outweigh the B40 The same trend, while B40 is introduced into a niche market, is very much thriving more broadly for NVIDIA's Blackwell architecture. The company's most recent enterprise AIs, Blackwell GB200 and GB300, are about to surpass their initial 200% shipping growth in the third quarter. Sources guess up to 60,000 Blackwell systems will leave the dock by next year.
Boasting of a 72 Blackwell GPU and 36 Arm-based processors, a single GB300 system is a powerhouse in itself. NVIDIA talks of the increased ramp in production for Blackwell as being the fastest in the history of the company. It netted an $11 billion in revenue in a particular previous quarter, making a significant contribution to all three major present-day business segments, namely Data Center, Gaming, and Professional Visualization.
NVIDIA reported that Blackwell revenue saw a sequential growth of 17% and that the new Blackwell Ultra GPU had initiated mass production during the previous quarter. This striking growth is a huge positive catalyst for partners like Foxconn, which is one of NVIDIA's prime contract manufacturers for the assembly of Blackwell systems.
