According to market research institution TrendForce, Nvidia recently canceled the B100 and switched to the B200A. However, the institution learned that Nvidia still plans to release the B100 and B200 in the second half of 2024 to supply CSPs (cloud service providers) customers, and also plans to provide the downgraded version B200A to other corporate customers, targeting edge AI (artificial intelligence) applications. Due to the tight packaging production capacity of CoWoS-L, Nvidia will provide B100 and B200 production capacity to CSPs customers with larger demand, and plan to supply them in batches after the third quarter of 2024.
集邦咨询：英伟达仍计划今年下半年推出B100及B200，供应CSPs客户
Jibang Consulting: Nvidia still plans to launch B100 and B200 in the second half of this year, for supply to CSPs customers.
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