NVIDIA's GB300 AI servers are finally expected to see volume shipments commence by September, as the supply chain has adjusted to Team Green's design changes.
NVIDIA's Switch Towards the Bianca Board Has Ease The Pressure On Supply Chain, Leading to Volume Production
The "Blackwell Ultra" lineup of AI servers by NVIDIA did see a hiccup when they were released in H1 2025, as Team Green introduced several design changes that the supply chain found difficult to adjust to. This resulted in low-volume shipments, and only NVIDIA's exclusive partners, such as Dell and Microsoft, managed to get the more high-end NVL72 AI clusters. Now, based on a report by DigiTimes, it is revealed that NVIDIA plans to initiate volume production of its GB300 AI clusters by September, allowing a larger market segment to access high-end clusters from the company.
For those unaware of what causes the production issues, it was mainly because with the GB300, NVIDIA employed a Cordelia board design, which integrated modular design features and integrated the newer SOCAMM memory design, which hadn't been adopted before. However, due to NVIDIA's short-term product update cycle, followed by the issues with SOCAMM memory, the firm decided to switch to the Bianca architecture, which was also adopted with the GB200. While the markets saw this as a move of vulnerability, it had turned out to be a significant step.
It is claimed that the supply chain no longer feels pressure to ramp up GB300 supply to customers since the adjustments are relatively lower compared to the GB200, which has the same fundamentals. NVIDIA's suppliers are currently testing out low-volume GB300 shipments with the Bianca board, and it is expected that volume will catch up in the upcoming quarters, which means that Q4 will serve as the timeline for "Blackwell Ultra" to enter and potentially disrupt the AI industry.
GB300 AI servers have already started to witness massive orders, particularly from NVIDIA's "Sovereign AI" initiative, so it is safe to say that the demand is there. Moreover, when you look at how quickly NVIDIA is proceeding with upgrading its architectural advancements, no one can compete with them right now. With Rubin being introduced in the markets by either year-end of the start of 2026, Team Green is currently operating on a six to eight months product cycle, which is one of the fastest ever.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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