Nvidia's Blackwell GPUs for AI applications will be more expensive than the company's Hopper-based processors, according to analysts from HSBC cited by @firstadopter, a senior writer from Barron's. The analysts claim that one GB200 superchip (CPU+GPUs) could cost up to $70,000. However, Nvidia may be more inclined to sell servers based on the Blackwell GPUs rather than selling chips separately, especially given that the B200 NVL72 servers are projected to cost up to $3 million apiece.
HSBC estimates that Nvidia's 'entry' B100 GPU will have an average selling price (ASP) between $30,000 and $35,000, which is at least within the range of the price of Nvidia's H100. The more powerful GB200, which combines a single Grace CPU with two B200 GPUs, will reportedly cost between $60,000 and $70,000. And let's be real: It might actually end up costing quite a bit more than that, as these are merely analyst estimates.
HSBC estimates pricing for NVIDIA GB200 NVL36 server rack system is $1.8 million and NVL72 is $3 million. Also estimates GB200 ASP is $60,000 to $70,000 and B100 ASP is $30,000 to $35,000.May 13, 2024
