NVIDIA's latest Blackwell Ultra series of AI chips performed poorly in the market, and customer interest in its new generation GB300 server was far lower than expected.Ctee reports that major cloud service providers (CSPs), including Microsoft, are abandoning GB300 orders in favor of more mature solutions such as NVIDIA's HGX systems.

NVIDIA's previous generation GB200 server faced many problems in the early stages of its launch, including low yield issues related to TSMC's advanced packaging technology.

Although these problems have been resolved, cloud service providers' dissatisfaction with GB200 servers has not been eliminated. Once a problem occurs in the cluster, only NVIDIA can debug it, making enterprises completely dependent on NVIDIA's technical support.

Due to the reputation of the Blackwell series, cloud service providers are more cautious in adopting the new generation of GB300 servers. There is news that the mass production of GB300 may be postponed to next year.

Annual shipments of GB200 servers are expected to be only 15,000 units. This number is far lower than the shipments of the Hopper generation, showing that the market's interest in the new generation of products is declining sharply.

Meanwhile, enterprises are showing greater interest in NVIDIA's HGX100 servers, which are considered the best of the Hopper generation.