SoftBank Is Nvidia’s First Blackwell Chips Customer


  • SoftBank is the primary to purchase Nvidia’s Blackwell chips, the businesses mentioned Wednesday.
  • The chips will energy a supercomputer in Japan.
  • The collab comes amid skyrocketing demand for Nvidia chips as firms scramble to safe provides.

SoftBank Group is the primary buyer to make use of Nvidia’s Blackwell chips, which will likely be used to develop a synthetic intelligence supercomputer in Japan.

The businesses plan to construct the system — which they name Japan’s strongest supercomputer — in early 2025. SoftBank mentioned it’ll use the Blackwell-powered pc for generative AI improvement and as a useful resource for analysis establishments and corporations throughout the nation.

“Collectively we’ll construct Japan’s largest AI manufacturing unit,” Nvidia’s CEO Jensen Huang mentioned on the firm’s AI summit in Tokyo on Wednesday.

The 2 firms additionally introduced offers to supply AI companies on 5G networks and to create an AI market for native compute.

The announcement highlights Japan’s efforts to reclaim its place as a tech and innovation hub amid lagging AI adoption. AI is an particularly massive alternative for Japan because it struggles with an growing older society, labor shortages, and overwork. In a press release, Nvidia mentioned the supercomputer will assist speed up Japan’s plans to undertake AI in telecommunications, robotics, and healthcare.

The partnership comes amid skyrocketing demand for Nvidia’s chips as firms and international locations scramble to safe provides to enhance their AI capabilities. As one of many few gamers on this house, Nvidia has a stronghold on anybody trying to speed up their enterprise or financial system utilizing AI fashions.

In August, Nvidia sparked worries that Blackwell chips can be delayed by two to 3 months, pushing shipments to the primary quarter of 2025 as an alternative of later this 12 months. The delay would have an effect on clients together with Meta, Microsoft, Google, and smaller cloud companies. On an August earnings name, Huang promised that the corporate would ship out billions of {dollars} price of Blackwell GPUs by the fourth quarter.

With the world’s largest firms on Nvidia’s buyer checklist, SoftBank’s procurement of the primary Blackwell platform displays Huang’s relationship with the Japanese investor and its billionaire founder, Masayoshi Son.

Son was an early investor in Jack Ma’s Alibaba and purchased European chipmaker Arm for $32 billion in 2016. He is going all-in on AI, with investments internationally — together with in OpenAI.

In the course of the summit, Huang laughed with and hugged Son. The Nvidia cofounder reminded audiences that SoftBank was as soon as his largest shareholder and that Nvidia would “not be right here at this time” if not for Japan and its first AI supercomputer.

Final month, Nvidia hosted an analogous AI summit in Mumbai the place Huang met with Indian conglomerate chief Mukesh Ambani to debate the “extraordinary alternative” AI poses for India.

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