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NVIDIA has revised its Blackwell architecture roadmap, emphasizing a dual-chip design utilizing CoWoS-L packaging. This strategic shift is driven by the market's preference for the advanced Blackwell dual-chip configuration over the more basic single-chip variant. As a GPU manufacturing colossus with a market valuation exceeding a trillion dollars, NVIDIA's decision underscores the burgeoning demand for high-performance computing, especially in the realm of AI computing. By leveraging state-of-the-art CoWoS-L packaging technology, NVIDIA's dual-chip design is able to consolidate more computing cores and memory within the same footprint, thereby amplifying computational power and minimizing energy consumption. This innovation addresses the rigorous demands of large-scale AI inference workloads.
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