It’s no secret that AI is driving Nvidia’s record-breaking revenues, with companies like Samsung scrambling to get their share of the silicon pie. Now, after repeated attempts to appease to win over Team Green, it appears that the South Korean manufacturer may have finally succeeded.
Blackwell GPUs are built with Hight Bandwidth Memory (HBM) in mind. For example, the company’s flagship, B200, features 192GB of HBM3e for a staggering 8TB/s of bandwidth. By comparison, even the best graphics card in the GeForce lineup, RTX 4090, boasts just 1TB/s with its 24GB of GDDR6X VRAM. Samsung has produced HBM for some time, with the explicit intention of courting Nvidia, with its efforts seemingly finally paying off.
According to UDN (via WCCFtech), Samsung has officially passed Nvidia’s qualification tests. With this green light (pun intended), the company’s HBM3e may soon find itself at the heart of Blackwell GPUs around the world. Illustrating just how lucrative but demanding this arrangement is, Samsung has reportedly shifted up to 30% of its DRAM production specifically for HBM.
Not so long ago, Nvidia was the most valuable company in the world in terms of market cap. At the time of writing, it’s in third place, behind Apple and Microsoft. While its fortunes aren’t quite as bountiful as they once were, it’s still worth just shy of $3 trillion. Suffice to say, Samsung looks to make a substantial return on its relationship with Nvidia, and into the future with its 2nm AI processors. Of course, that’s providing there’s no bubble waiting to pop.
Fruitful as HBM is with its Blackwell GPUs, don’t expect to see it make an appearance on Nvidia RTX 50 series graphics cards. After all, AMD’s earlier attempts to use the technology in previous Radeon cards didn’t exactly light the world on fire. That said, rumours do suggest that RTX 5090 will use GDDR7, at least, but the word’s still out on the remainder of the lineup.
