It is doubtful, though, that supply issues will make a dent in demand.
“We expect our next-generation products to be supply constrained as demand far exceeds supply,” Kress said.
“We allocate fairly.
We do the best we can to allocate fairly, and to avoid allocating unnecessarily,” he said.
Even without Kress' warning, shortages of Nvidia’s next-generation B100 products were pretty much a foregone conclusion.
For starters, customers have almost surely pre-ordered some of these products.
Another potential hiccup is the question of whether Nvidia’s suppliers can keep up with the demand.
We could find out sooner than expected.
Next month Nvidia is hosting its GPU Technology Conference that will feature a keynote with Huang talking about AI.
Tweaktownspeculatesit would be the perfect venue to unveil the Blackwell GPU architecture.
