NVIDIA To Ship Out a Whopping $210 Billion Worth of Blackwell “GB200” AI Servers In 2025

NVIDIA Confirms Changes To Blackwell AI GPUs To Improve Yields, Says It Will Ship Several Billion Dollars In Blackwell Revenue In Q4 1

NVIDIA's Blackwell "GB200" AI servers are expected to witness a massive increase in shipments as the demand soars to new levels.

It looks like the Blackwell lineup is all set to become NVIDIA's "most successful" product, as the company previously claimed. New industry reports hint that NVIDIA's newest AI products have attracted a gigantic order volume and that demand will remain strong moving into 2025. Morgan Stanely, the renowned market researcher, has claimed that the global supply chain will see an influx of higher orders from the industry, with NVIDIA taking most of the share.

It is said that with the increase in demand for NVIDIA's GB200 AI servers, Taiwan suppliers such as Quanta, Foxconn, and Wistron will see a financial performance that is likely going to outperform expectations, and in terms of figures, Team Green is expected to ship 60,000 to 70,000 units of NVIDIA's GB200 AI servers, and given that one server is reported to cost around $2 million to $3 million per unit, this means that Team Green will bag in around a whopping $210 billion from just Blackwell servers along, that too in a year.

Apart from this, given that NVIDIA's GB200 is expected to debut in different configurations, such as the NVL72 and the NVL36. It is reported that NVIDIA expects a higher interest in the relatively inferior counterparts within the Blackwell AI server lineup. Given that more AI startups have entered the industry and with limited economic reasons, opting for racks such as the NVL36 is more suitable and effective.

As we mentioned earlier as well, with Blackwell seeing its debut in the markets by Q4 2024, Team Green is slated to earn massive revenue figures, likely beating expectations and even the records the firm established with its Hopper generation.

NVIDIA's CoWoS orders are said to revolve around 340,000 pieces for the next year, which shows that the demand is massive, and since there is no "apparent" order backlog in the markets, we are surely in for the next gold rush.