{"id":70531,"date":"2024-07-26T05:48:06","date_gmt":"2024-07-26T05:48:06","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=70531"},"modified":"2024-07-26T05:48:06","modified_gmt":"2024-07-26T05:48:06","slug":"nvidia-blackwell-gb200-ile-adeta-darphane-olacak","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2024\/07\/26\/nvidia-blackwell-gb200-ile-adeta-darphane-olacak\/","title":{"rendered":"Nvidia, Blackwell GB200 ile adeta darphane olacak"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2024\/07\/nvidia-blackwell-gb200-ile-adeta-darphane-olacak-0-TagJRAPY.jpg\"\/> <\/span> \u00dcretken yapay zekaya olan a\u00e7l\u0131k doyurulmu\u015f de\u011fil ve firmalar yeni harcamalara olumlu bak\u0131yor. Alan\u0131nda \u00fcnl\u00fc bir yat\u0131r\u0131m bankas\u0131 olan Morgan Stanely\u2019ye g\u00f6re ise 2025\u2019te daha y\u00fcksek sipari\u015fler g\u00f6r\u00fclecek ve bunlar\u0131n b\u00fcy\u00fck \u00e7o\u011funlu\u011fu <strong>Nvidia<\/strong> taraf\u0131ndan kar\u015f\u0131lanacak. \u00d6zellikle baz\u0131 firmalar yeni veri merkezleri i\u00e7in Nvidia\u2019n\u0131n yakla\u015fan <strong>Blackwell<\/strong> mimarili yapay zeka \u00e7\u00f6z\u00fcmlerini bekliyor. Ve tahminler <strong>Blackwell GB200<\/strong> yapay zeka sunucular\u0131n\u0131n Nvidia i\u00e7in <strong>para basaca\u011f\u0131na<\/strong> i\u015faret ediyor. <\/figure>\n<p><b>Nvidia Blackwell GB200 bekleniyor<\/b><\/p>\n<p>Aktar\u0131lanlara g\u00f6re Nvidia, <strong>Blackwell GB200<\/strong> sunucular\u0131 i\u00e7in <strong>60.000 ile 70.000 adet<\/strong> sevkiyat ger\u00e7ekle\u015ftirecek. Bu inan\u0131lmaz y\u00fcksek bir rakam zira bir sunucunun 2 milyon ila 3 milyon dolara mal olaca\u011f\u0131 belirtiliyor. Bu da basit bir matematikle Nvidia\u2019n\u0131n sadece Blackwell GB200 sunucular\u0131 sayesinde <strong>210 milyar dolar gelir<\/strong> elde edece\u011fine i\u015faret ediyor.<\/p>\n<figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2024\/07\/nvidia-blackwell-gb200-ile-adeta-darphane-olacak-1-xQV8zNwV.jpg\"\/> <\/span> \u00d6te yandan Nvidia\u2019n\u0131n GB200 \u00f6zelinde <strong>NVL72<\/strong> ve <strong>NVL36<\/strong> gibi farkl\u0131 konfig\u00fcrasyonlar sunmas\u0131 bekleniyor. \u00c7o\u011fu firma maliyetler nedeniyle h\u00e2lihaz\u0131rda NVL36 kabinleri i\u00e7in s\u0131raya girmi\u015f veya sat\u0131n alm\u0131\u015f durumda. Ancak gelecek y\u0131l ile birlikte firmalar NVL72 AI kabinlerine daha fazla a\u011f\u0131rl\u0131k verecektir. Bununla birlikte Nvidia, GB200 konfig\u00fcrasyonunun yan\u0131nda <strong>B100<\/strong> ve <strong>B200<\/strong> GPU\u2019lar\u0131n\u0131 da \u00fcretiyor. Firman\u0131n \u201cGB\u201d \u00e7\u00f6z\u00fcmleri iki GPU (Blackwell) ve bir CPU\u2019nun (Grace) tek yap\u0131da kullan\u0131ld\u0131\u011f\u0131 platformlara i\u015faret ediyor. Ayr\u0131ca <strong>HGX B200<\/strong> platformunu da sunacak. Dolay\u0131s\u0131yla Blackwell \u00e7\u00f6z\u00fcmlerinin getirisi beklenenden de \u00e7ok olabilir. <\/figure>\n<p>Nvidia, 2024\u2019\u00fcn son \u00e7eyre\u011finde Blackwell&#8217;i piyasaya s\u00fcrmeye ba\u015flayacak ve H100\/H200 tabanl\u0131 \u00e7\u00f6z\u00fcmlerin yerini alacak. Morgan Stanely ayr\u0131ca TSMC\u2019nin Nvidia\u2019n\u0131n Blackwell GPU\u2019lar\u0131nda kullan\u0131lan CoWoS \u00fcretim kapasitesinin de ayl\u0131k 35 bin seviyesine, 2025\u2019te ise 70 bin noktas\u0131na \u00e7\u0131kmas\u0131n\u0131 bekliyor. Nvidia\u2019n\u0131n ise TSMC\u2019den 340 bin adetlik CoWoS \u00fcretim kapasitesi sat\u0131n almas\u0131 bekleniyor.<\/p>\n\n<p>Kaynak\u00a0 :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.donanimhaber.com\/nvidia-blackwell-gb200-ile-adeta-darphane-olacak&#8211;179861<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00dcretken yapay zekaya olan a\u00e7l\u0131k doyurulmu\u015f de\u011fil ve firmalar yeni harcamalara olumlu bak\u0131yor. Alan\u0131nda \u00fcnl\u00fc bir yat\u0131r\u0131m bankas\u0131 olan Morgan Stanely\u2019ye g\u00f6re ise 2025\u2019te daha y\u00fcksek sipari\u015fler g\u00f6r\u00fclecek ve bunlar\u0131n b\u00fcy\u00fck \u00e7o\u011funlu\u011fu Nvidia taraf\u0131ndan &#8230;<\/p>\n","protected":false},"author":1,"featured_media":70532,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2936,161,164],"class_list":["post-70531","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-blackwell","tag-firma","tag-nvidia"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/70531","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=70531"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/70531\/revisions"}],"predecessor-version":[{"id":70535,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/70531\/revisions\/70535"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/70532"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=70531"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=70531"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=70531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}