Despite this progress, Samsung was not included in the list of key partners Huang noted in Nvidia’s last earnings call. Instead, he praised companies like TSMC, SK Hynix, Micron and Dell. Experts say Samsung’s delay in obtaining early certification has allowed rivals such as SK Hynix and Micron to gain a stronger position in the high-bandwidth memory market.
CFO Colette Kress noted that Nvidia shipped 13,000 GPU samples to OpenAI in the third quarter, including Blackwell DGX.
However, overheating issues on the new chips have not yet been publicly disclosed.
Source: Ferra
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