NVIDIA to Ship $210 Billion Worth of Blackwell “GB200” AI Servers in 2025

NVIDIA’s Blackwell “GB200” AI servers are poised for a significant surge in shipments as demand reaches unprecedented levels. The Blackwell generation is on track to become NVIDIA’s most successful product, drawing immense interest from the industry due to its powerful AI chip.

The Demand Surge

Recent industry reports reveal that NVIDIA’s latest AI products have garnered substantial order volumes, and this trend is expected to continue into 2025. Morgan Stanley, a renowned market researcher, predicts a surge in orders across the global supply chain, with NVIDIA securing a significant share.

Financial Impact

Taiwanese suppliers, including Quanta, Foxconn, and Wistron, are set to benefit from the increased demand for NVIDIA’s GB200 AI servers. Team Green is projected to ship 60,000 to 70,000 units of these servers, each priced between $2 million and $3 million. This translates to an astounding $210 billion in revenue from Blackwell servers alone.

Configurations and Market Dynamics

NVIDIA’s GB200 will debut in various configurations, such as the NVL72 and NVL36. Interestingly, the relatively inferior counterparts within the Blackwell AI server lineup are also expected to attract interest. As more AI startups enter the industry, cost-effective options like the NVL36 become increasingly appealing.

Revenue Outlook

With Blackwell’s market debut scheduled for Q4 2024, NVIDIA anticipates record-breaking revenue figures, surpassing even the achievements of its Hopper generation. Additionally, CoWoS orders are estimated at 340,000 pieces for the next year, signaling a massive demand surge.

In summary, NVIDIA’s Blackwell “GB200” AI servers are poised to reshape the industry landscape, and the next gold rush is well underway.