The Taiwan server giant Quanta has received huge OEM orders for NVIDIA's GB200 AI servers, with tech behemoths interested in the technology.
NVIDIA's Single GB200 AI Server Could Cost Somewhere Around $3 Million, Bringing In Significant Revenue For The Server Markets
Quanta is a massive name in the server markets, and the Taiwanese company was at the forefront of delivering AI servers to several tech giants globally.
The firm saw huge interest in its NVIDIA Hopper-based AI servers in the past year, and now, with the release of the new Blackwell GB200 AI platform, it seems like tremendous demand is coming the company's way, and this time, Quanta is going to bag in much larger profits, since the Blackwell-based servers are expected to get more costly, with definitely higher profitability ratios.
Taiwan Economic Daily reports that Quanta has received massive orders for NVIDIA's Blackwell GB200 AI servers from Google, Amazon AWS, and Meta. It is said that the Blackwell AI products will reportedly enter the testing phase in July or August, with mass production expected somewhere in September, and by this, we can anticipate the first batch of products to hit the markets either at the end of 2024 or early 2025. Moreover, it is said that the production of NVIDIA's single GB200 AI server could cost around $2 million to $3 million per unit, which is an astonishing amount and could potentially contribute significantly to the overall server revenue of the industry.
Quanta doesn't look to stop with its server portfolio advancements just yet since, apart from the company adoption of the new NVIDIA Blackwell GB200 AI lineup, Quanta plans on integrating various new technologies into its AI servers, with one being the ability to have liquid-cooled stations, since the power consumption figures have gone out of the roof with the new chips by Team Green, and it is necessary to move away from conventional cooling systems, as highlighted by NVIDIA's CEO Jensen Huang himself.
With that said, we could expect NVIDIA's Blackwell AI GPUs and servers to drop by somewhere within the next year, where we will have a clear view of what the lineup brings into the markets or whether it is a worthy successor to the Hopper series, which dominate the markets up till now.
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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