Research Reports

Research Reports

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

Last Modified

2025-03-21

Update Frequency

Not

Format

PDF

Overview

Table of Contents
1. GB300: Architectural Updates

2. Major Power Supply Upgrade for GB300

3. CPO Receiving Attention

4. Refined Thermal Architecture

5. GB Shipments and CapEx Forecast for CSPs

6. TRI’s View

＜Total Pages：21＞

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

2025/02/20

Selected Topics

PDF
[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

2025/04/16

Selected Topics

PDF
[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

2025/03/25

Selected Topics

PDF
[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

2025/03/21

Selected Topics

PDF
[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

2025/04/02

Selected Topics

PDF
[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

2025/04/16

Selected Topics

PDF

Selected TopicsRelated Reports

[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

2025/04/29

Semiconductors

PDF

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

2025/04/17

Semiconductors

PDF

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

2025/04/16

Semiconductors

PDF

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

2025/04/16

Economics

PDF

[Selected Topics] Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

2025/04/15

Semiconductors

PDF

[Selected Topics] Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

2025/04/09

Semiconductors

PDF

Popular Keywords

USD $200

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

Selected TopicsRelated Reports

[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

[Selected Topics] Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

USD $200

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

Selected TopicsRelated Reports

[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

[Selected Topics] Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

Get in touch with us