Guo Mingchi: The unit price of NVIDIA's PCB is about 10% higher than that of H100, and Wistron's supply accounts for as much as 85%.

The unit price of NVIDIA's B100 board is about 10% higher than that of H100. Wistron is its largest supplier, accounting for 85% of the supply. Microsoft plans to purchase a large number of NVIDIA's cutting-edge B100 GPUs in 2024, instead of the previously purchased H100. According to the report, the computational power of B100 is estimated to be at least twice that of H100. It is expected that the demand for B100 will increase significantly, leading to an increase in the demand for advanced packaging technology such as CoWoS. NVIDIA's next-generation B100 architecture may adopt TSMC's 4nm process. Foxconn plans to become the second supplier of B100 boards. Currently, Wistron supplies 100% of NVIDIA's B100 boards.