Meta does not expect new Nvidia chips to arrive until at least next year

investing.com:

NEW YORK (Reuters) — Facebook owner Meta Platforms (NASDAQ:META) is not expecting to receive shipments of Nvidia (NASDAQ:NVDA)'s new flagship artificial intelligence chip this year, a Meta spokesperson told Reuters.

Nvidia, the dominant designer of GPU (graphics processing unit) chips needed to power most cutting-edge artificial intelligence work, announced the new B200 «Blackwell» chip at its annual developer conference on Monday.

The chip maker said the B200 is 30 times speedier at tasks like serving up answers from chatbots, although it did not give specific details about how well it performs when chewing through huge amounts data to train those chatbots, which is the kind of work that has powered most of Nvidia's soaring sales.

Nvidia's Chief Financial Officer Colette Kress told financial analysts on Tuesday that «we think we're going to come to market later this year,» but also said that shipment volume for the new GPUs would not ramp up until 2025.

Social media giant Meta is one of Nvidia's biggest customers, after buying hundreds of thousands of its previous generation of chips to support pushes into amped-up content recommendations systems and generative AI products.

Meta CEO Mark Zuckerberg disclosed in January that the company planned to have about 350,000 of those earlier chips, called H100s, in its stockpile by the end of the year. In combination with other GPUs, he added, Meta would have the equivalent of about 600,000 H100s by then.

In a statement on Monday, Zuckerberg said Meta planned to use Blackwell to train the company's Llama models. The company is currently training a third generation of the model on two GPU clusters it announced last week, which it said each contain around 24,000 H100 GPUs.

Meta