NVIDIA Commences Shipments For Blackwell B200 AI Accelerators Next Quarter, 10x Unit Price Versus Traditional Servers
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.
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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