On Thursday, Ming-Chi Kuo issued an investment briefing today, believing that the focus of AI servers in 2024 will still be the GB200 accelerator, and Nvidia will deliberately expand the specification gap between GB200 and B100/B200 to encourage users to purchase GB200 accelerator cards.

GB200 is NVIDIA's next-generation architecture, which is expected to be launched in 2024 and covers products in the data center and artificial intelligence fields. The following is the data center roadmap announced by NVIDIA from 2024 to 2025.