Nvidia "Blackwell Ultra" GB300 GPU to include 288GB of HBM3e memory and draw 1,400W

Nvidia's GB300 GPU is set for 2025 with 288GB HBM3e, 1,400W power draw, improved performance, but higher production costs.

: Nvidia is unveiling the GB300 GPU, codenamed 'Blackwell Ultra', with significant advancements over its predecessor, the GB200. Key enhancements include 288GB of HBM3e memory, a 1,400W power requirement, and improved FP4 performance, making it 50% faster than the GB200. Production costs rise due to over 300 supercapacitors per cabinet and optional $1,500 battery units. Despite challenges, Nvidia's market cap has surged past $3 trillion due to high demand.

Nvidia is preparing to launch its GB300 GPU, part of the anticipated Blackwell Ultra advancements, scheduled for release in late 2025. The GB300 will feature upgrades including a substantial memory increase from 192GB to 288GB of HBM3e and a shift from eight to twelve architecture layers, positioning it as a formidable successor to the GB200 model.

The GPU will draw 1,400W and boasts a 50% FP4 performance improvement over its predecessor, thanks to enhanced networking from ConnectX 7 to ConnectX 8 and expanded optical modules from 800G to 1.6T. These advancements cater particularly to inference workloads, although they come at a higher production cost with necessary components like over 300 supercapacitors per cabinet and optional $1,500 battery backup units.

Despite past delays from technical issues like overheating, Nvidia's strong client backlog, including orders from Microsoft, reflects the AI boom's impact on demand. With Nvidia's market cap exceeding $3 trillion, it ranks among the world's three most valuable companies. The company is gearing up for the release of its next-gen consumer Blackwell GPUs by early next year, targeting a CES reveal.