NVIDIA's GB200 "Blackwell" AI servers are currently in mass production, & initial batches are expected to ship out within the next quarter, according to supply chain sources.
NVIDIA's GB200 AI Servers Would Mark The Next AI Supply Chain "Bull Run," Receives Massive Interest From The Markets
NVIDIA's DGX GB200 AI servers, based on the Blackwell GPU architecture, are expected to generate significant revenue for NVIDIA. Not only have the new Blackwell-based servers received massive attention from the industry, but they are also known to be pricey. With that, NVIDIA is all in to capitalize on the next AI "gold rush" in the industry.
Taiwan Economic Daily reports that NVIDIA is all set to ship "small quantities" of its next-gen GB200 AI servers in the third quarter to the fourth quarter of 2024, with larger shipments to initiate by Q1 2025. It is also reported that the unit price of each Blackwell server is going to be 10 times higher than a traditional server. We previously reported how each Blackwell GPU should cost up to $35K USD and AI servers could reach up to $3 Million.
We previously reported that the NVIDIA DGX GB200 "Blackwell" AI servers are divided into three segments: the DGX NVL72, NVL32, and HGX B200. The highest configuration of them all is the NVL72, which comes with seventy-two units of NVIDIA's Blackwell B200 AI GPUs, along with the Grace Hopper CPU onboard.
It is said that Foxconn's subsidiary, Fii, is all set to ship out some units of the DGX GB200 "NVL72" in the upcoming quarter, and the firm has already delivered the NVL32 counterpart to customers back in April, so that makes the company one of the first ones to ship out Blackwell products to the industry.
Apart from that, partners like Quanta are expected to deliver units of NVIDIA's Blackwell GB200 AI servers to customers this quarter. While the firms haven't disclosed who the "exclusive" buyers are, we might have an idea on this point. We reported that Meta has acquired Blackwell products, including the B200 AI GPUs and AI servers, so that's probably where most of the portion is going. Microsoft and OpenAI have also expressed interest in NVIDIA's Blackwell.
NVIDIA's Blackwell hype is about to start in the markets, and with that commences their next financial "bull run." It's interesting to see what economic gains the firm witnesses within the next quarters.
News Source: Taiwan Economic Daily
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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