Overview

• NVIDIA's R100 GPUs, entering mass production in Q4 2025, aim to enhance AI performance while managing high energy demands.
• The new GPUs will feature a 4x reticle design and incorporate eight HBM4 memory stacks, indicating significant advancements in hardware architecture.
• Analyst Ming-Chi Kuo highlights the shift towards power efficiency, a critical factor for the sustainability of data center operations.
• NVIDIA plans to integrate these GPUs into system and rack solutions by the first half of 2026, marking a significant upgrade over current models.
• The development reflects NVIDIA's strategic adoption of proven process technologies to balance performance and power efficiency.