Shipments of NVIDIA's Blackwell "GB200" artificial intelligence server are expected to increase significantly as the industry shows strong interest in the world's most powerful artificial intelligence chip and demand surges to new levels.
It looks like the Blackwell series will be Nvidia's "most successful" products, as the company has previously claimed. New industry reports suggest that Nvidia's latest artificial intelligence products have attracted a large number of orders and that demand will remain strong into 2025. Well-known market research organization Morgan Stanley claims that the global supply chain will usher in more industry orders, and Nvidia will occupy the majority of the share.
It is reported that as demand for NVIDIA GB200 artificial intelligence servers increases, the financial performance of Taiwanese suppliers such as Quanta, Foxconn, Wistron, etc. is likely to exceed expectations. Looking at the numbers, NVIDIA expects to ship 60,000 to 70,000 NVIDIA GB200AI servers. Considering that each server is said to cost about $2 million to $3 million, this means that NVIDIA will have revenue of up to $210 billion in one year from Blackwell servers alone.
In addition to this, given that Nvidia’s GB200 is expected to debut in different configurations, such as NVL72 and NVL36. It is reported that NVIDIA expects that in the Blackwell AI server lineup, relatively inferior similar products will receive higher attention. Given that more and more artificial intelligence start-ups are entering the industry, it is more appropriate and effective to choose racks such as NVL36 when economic conditions are limited.
As we mentioned before, with Blackwell debuting on the market in the fourth quarter of 2024, NVIDIA is expected to post huge revenue numbers that will likely top expectations and even surpass the record the company set with its Hopper product.
It is reported that Nvidia's CoWoS order volume next year is about 340,000 pieces, which shows that the demand is very large, and there is no "obvious" order backlog in the market, so we are definitely going to have the next gold rush.