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Nvidia AI Chips: Blackwell GPU Shipments, Energy Efficiency, Data Center Sustainability and Net Zero Reality Checks

September 22, 2024 by Joe Panettieri

Welcome to page 2. Here's that company timeline for you...

2024: Nvidia Sustainability and Climate Tech News

Poke around Nvidia's website, and you'll find these announcements related to sustainability, climate tech and energy efficiency. We'll update this timeline regularly each time a new announcement surfaces.

September 19 - AI Solutions Partnership: G42 and Nvidia are partnering to "develop AI solutions aimed at boosting weather forecasting accuracy globally and will set up an operational base and climate tech lab in Abu Dhabi," Reuters reported.

September 9 - Liquid Cooling Technology: Giga Computing, a subsidiary of GIGABYTE, says its GIGABYTE G593 series servers support direct liquid cooling (DLC) technology to "advance green data centers using NVIDIA HGX H200 GPU."

September 4 - Alleged Antitrust Concerns: The U.S. Justice Department sent subpoenas to Nvidia, and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the dominant provider of AI processors, Bloomberg reported.

August 28 - Blackwell Chip Shipments: The company's next-generation AI GPU, known as Blackwell, will "ship several billion dollars" in Q4 of 2024 while ramping even higher in 2025, CEO Jensen Huang told Wall Street analysts during an earnings call on August 28, 2024.

August 9 - More on AI Chip Delay: Partner Super Micro Computer does not expect to see any meaningful volume of Nvidia's Blackwell GPUs until the quarter ending in March 2025, Seeking Alpha reported. Super Micro may see a few Blackwell GPUs in the quarter ended December 2024, but the real volume is more likely the March 2024 quarter, the report said.

August 5 - AI Chip Delay: Nvidia apparently will delay the delivery of its next-generation AI chips -- known as Blackwell. Nvidia apparently needs to correct Blackwell design flaws before shipping the new AI chips, Bloomberg Radio reported.

May 12: Nvidia described how the Blackwell Platform "pushes the boundaries of scientific computing" while boosting energy efficiency.

May 12: The company described why data centers need a new metric to measure energy efficiency.

April 22: The company touted multiple climate tech startups that leverage Nvidia for sustainability applications.

March 26: The company described how digital twins are making industries more efficient.

March 19: The company described how three startups are leveraging Earth-2 digital twin technologies.

March 18: NVIDIA announced Earth-2, a climate digital twin cloud platform for "simulating and visualizing weather and climate at unprecedented scale." The company also described why Nvidia Omniverse Cloud will be available as APIs. And the firm shared a digital blueprint for building next-gen data centers.

February 7: The company explained "how energy-efficient computing for AI is propelling innovation and savings across industries."

February 5: The company touted a study that positions AI as a strategic tool to combat climate change.

2023: Nvidia Sustainability and Climate Tech News

2022: Nvidia Sustainability and Climate Tech News

  • October 22: The company described how green computing, also called sustainable computing, aims to "maximize energy efficiency and minimize environmental impact in the ways computer chips, systems and software are designed and used."

2021: Nvidia Sustainability and Climate Tech News

Questions, Comments and Updates: What did we miss? Let us know (email me: Joe@MentoreVentures.com), and stay tuned for continued updates to this blog.

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