The generative AI exploded, and Nvidia added an order for 10,000 wafers from TSMC.

Thanks to CTOnews.com netizens for the delivery of clues on the way! CTOnews.com May 13 news, with the explosion of generative AI, the demand for GPU is also rising, so Nvidia placed an additional order with TSMC to speed up the production of GPU.

Reported that Nvidia to TSMC additional CoWoS (wafer-level chip) packaging order, in 2023 on the basis of the reservation, an additional 10,000 tablets to meet the demand.

CTOnews.com note: the report did not mention which GPU models Nvidia plans to add, saying that TSMC will produce an additional 1000-2000 wafers per month for the rest of this year. TSMC's monthly CoWoS packaging capacity is between 8000 and 9000 wafers.

With the widespread adoption of the NVIDIA CUDA platform in AI and other high-performance workloads, dozens of major customers rely on the company's hardware to run their AI applications. Just yesterday, Google announced the launch of a new A3 supercomputer with 26000 NVIDIA H100 accelerators and 26 exaflops AI functions.