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Foxconn Building Nvidia Superchip Facility In Mexico (reuters.com) 38

Foxconn has chosen Mexico for the site of the world's largest manufacturing facility for Nvidia's GB200 superchips. These chips are a "key component of the U.S. firm's next-generation Blackwell family computing platform," notes Reuters. From the report: "We're building the largest GB200 production facility on the planet," said Benjamin Ting, Foxconn senior vice president for the cloud enterprise solutions business group. Nvidia said in August that it had started shipping Blackwell samples to its partners and customers after tweaking its design, and expected several billion dollars in revenue from these chips in the fourth quarter. Ting said the partnership between his company and Nvidia was very important and everyone was asking for Nvidia's Blackwell platform. "The demand is awfully huge," Ting said at the company's annual tech day in Taipei, standing next to Nvidia's vice president for AI and robotics, Deepu Talla.

Speaking to reporters later, Foxconn Chairman Young Liu said the plant was being built in Mexico, and that the capacity there would be "very, very enormous". He did not elaborate. Foxconn already has a large manufacturing presence in Mexico and has invested more than $500 million to date in the state of Chihuahua. Liu said the company's supply chain was ready for the AI revolution, adding its manufacturing capabilities include the "advanced liquid cooling and heat dissipation technologies necessary to complement the GB200 server's infrastructure."

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Foxconn Building Nvidia Superchip Facility In Mexico

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  • by Joe_Dragon ( 2206452 ) on Tuesday October 08, 2024 @09:33PM (#64850091)

    what about that Wisconsin plant did you pay back the funds from that?

  • by anonymous scaredycat ( 7362120 ) on Tuesday October 08, 2024 @10:01PM (#64850125)

    "Foxconn is building in Mexico the world's largest manufacturing facility for bundling Nvidia's GB200 superchips"
    Presumably this means assembling boards containing the GB200 chips which will probably be made by TSMC.

    • How long before the drug cartels start hijacking truck shipments of blackwell GPUs to export to China?

      • by timeOday ( 582209 ) on Tuesday October 08, 2024 @11:24PM (#64850213)
        Hah. Then they're about to find out what sort of security you can purchase for an export even more high-value than cocaine.
      • The problem is they can only sell them back to NVidia. It is not like they can get their local guy to solder up a GPU board. I am guessing that protection money is already factored in. Then the problem is anyone stealing the chips have to deal with the cartel.
        • Pretty sure they can just sell them in bulk to China:

          https://www.techpowerup.com/31... [techpowerup.com]

          "This transformation involves disassembling the gaming GPUs, removing the cooling systems and extracting the AD102 GPU and GDDR6X memory from the main PCBs. These components are then re-soldered onto a domestically manufactured "reference" PCB, better suited for AI applications, and equipped with dual-slot blower-style coolers designed for server environments. The third-party coolers that these GPUs come with are 3-4 slots

    • Nvidia's description about the BG200 "Superchip" (composed of two chips) vs the NVIDIA GB200 NVL72 rackmount system is clear as mud:

      GB200 NVL72 connects 36 Grace CPUs and 72 Blackwell GPUs in a rack-scale design. The GB200 NVL72 is a liquid-cooled, rack-scale solution that boasts a 72-GPU NVLink domain that acts as a single massive GPU and delivers 30X faster real-time trillion-parameter LLM inference.

      The GB200 Grace Blackwell Superchip is a key component of the NVIDIA GB200 NVL72, connecting two high-per

      • by AmiMoJo ( 196126 )

        Seems like it's multiple dies on a single substrate, like everyone has been doing for years.

  • by msobel ( 661289 ) on Tuesday October 08, 2024 @10:51PM (#64850175)

    Isn't that where the Republicans made a great deal?

    According to Gemini:
    "oxconn received a significant package of tax benefits and other incentives from the state of Wisconsin. The exact amount varies depending on the specific terms of the agreement, but it's generally estimated to be in the billions of dollars.

    These incentives may include:

    Tax credits: Reductions in corporate income tax or sales tax.
    Job training grants: Funding to help train workers for the factory.
    Infrastructure improvements: Investments in roads, utilities, or other infrastructure needed for the project.
    Property tax exemptions: Temporary or permanent exemptions from property taxes.
    It's important to note that the full extent of these incentives might not be publicly disclosed, as some details may be considered proprietary.
    "

  • LLMs are not in need of more computing power. They are in need of better models and that means different tech.

    • by Luckyo ( 1726890 )

      LLMs are in desperate need of more computing power for current tasks. Everything from making songs and video to interacting with customers at point of sale to providing tech support to looking at radiology pictures, we need better training on current models in addition to better models.

      And training requires a lot of computing power.

      • by gweihir ( 88907 )

        Sure, if you want more "better crap". But who, besides a few stupid fanbois, actually wants that?

        • by Luckyo ( 1726890 )

          Considering who is willing to invest in it, everyone except for a few stupid luddites.

          • by gweihir ( 88907 )

            Money being thrown at something is not a reliable indicator of that something being useful. Takes some actual connection to reality to see that.

            • by Luckyo ( 1726890 )

              You asked "who wants that?". Money being thrown at something is the single best indicator as to who wants that something something, because unlike words, money is expensive to throw at things. So only people who want that something are willing to throw money at that something.

              Whether the wants of people are realistic is a whole different topic.

  • Serious question. It's very dangerous in Mexico right now because of the cartel violence. Maybe they will be OK if the plant is in Mexico City or whereabouts, but the northern parts are defently off the table at the moment.
  • Their government is at an inflection point where the elected leaders current leaders are consolidating power and dismantling checks and balances. And they're doing it largely with the blessing of the population.

    If it keeps going like that, we've seen the outcome: it's called Venezuela.

    Mexico is currently a very risky place to put a big business investment.
    • Mexico is currently a very risky place to put a big business investment.

      Yeah, but it's not any riskier than putting it here right now...

  • Only economic development can reduce incentive for economically motivated emigration because strong local economies need workers. A more prosperous nation offers safer alternatives to organized crime.

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