05/18/2025, 11:05 PM UTC
郭明錤在X上关于Nvidia硬件的最新更新：HGX B300 NVL8、DGX Spark和N1X AI笔记本电脑Ming-Chi Kuo on X: Recent Updates on Nvidia Hardware: HGX B300 NVL8, DGX Spark, and N1X AI PCs/Laptops
➀ 英伟达已从HGX B300 NVL16过渡到NVL8，以满足LLM（如DeepSeek和LLAMA4）稀疏MoE架构对更快GPU到GPU互连的需求。
➁ NVL8和NVL16都拥有16个GPU芯片，但NVL8每个封装集成两个GPU芯片，通过NV-HBI连接，提供高达10 TB/s的带宽。
➂ 向NVL8的过渡将使英伟达主要使用CoWoS-L封装，优化供应链管理。
➃ DGX Spark使用GB10芯片，预计将于6-7月进行量产，预计8-9月出货最终产品。
➄ N1X是英伟达的Windows-on-ARM处理器，由于其在笔记本电脑中的应用和Windows支持，需要进行大量的软件优化，可能导致笔记本电脑延迟到2026年。
➀ Nvidia has transitioned from HGX B300 NVL16 to NVL8 to accommodate faster GPU-to-GPU interconnects for LLMs with sparse MoE architectures like DeepSeek and LLAMA4.
➁ NVL8 and NVL16 both have 16 GPU dies, but NVL8 integrates two GPU dies per package, connected via NV-HBI, offering up to 10 TB/s bandwidth.
➂ The shift to NVL8 will enable Nvidia to predominantly use CoWoS-L packaging, optimizing supply chain management.
➃ DGX Spark uses the GB10 chip, expected to be in mass production around June-July, with end product shipments in August-September.
➄ The N1X is Nvidia’s Windows-on-ARM processor, requiring significant software optimization for laptop use and Windows support, potentially delaying laptops into 2026.
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