Nvidia is racing to certify Samsung’s AI memory chips

Certifications for Samsung Electronics Co.’s AI memory chips are being fast-tracked by Nvidia Corporation. This was confirmed by the CEO of Nvidia, Jensen Huang 

Bloomberg reported that Nvidia is reviewing Samsung’s 8 and 12 high HBM3E offerings, as Huang confirmed at an event at the Hong Kong University of Science and Technology on Saturday.

Samsung is left out of the mention of key partners

But Samsung was not named as a major partner during Nvidia’s recent post-earnings call. The CEO pointed out partnerships with Taiwan Semiconductor Manufacturing Company (TSMC), Amphenol, SK Hynix, Foxconn, Micron Technology, and Dell Technologies. 

Nvidia announced a record third quarter with revenue up 94 percent year over year to $35.1 billion, well above the $33.12 billion Wall Street expected.

But in July, Samsung received approval by Nvidia for its fourth generation high bandwidth memory (HBM). But the approval was restricted to Nvidia’s H20 GPU. Samsung’s delays in getting certification for its more advanced AI memory chips have allowed SK Hynix and Micron to leap ahead in the market.

Nvidia’s Blackwell AI chips face overheating issues

Apparently, Nvidia’s latest Blackwell AI chips are facing problems with overheating. When asked about this on the earnings call, though, Huang dodged the question and instead insisted that supply levels have been ahead of expectations. 

The company shipped 13,000 GPU samples in the third quarter, including some of the first Blackwell DGX units to OpenAI, Nvidia CFO Colette Kress said.

“Blackwell demand is staggering, and we are racing to scale supply to meet the incredible demand customers are placing on us” Kress added.

On Friday, Nvidia stock tumbled 3.22% to $141.95. After hours, the stock dropped another 0.13 percent to $141.77 as of data from Benzinga.

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