NVIDIA's mainstream GB200 Blackwell AI servers will ship out to the markets by mid-September to October as rumors surrounding delays fade away.
It looks like Team Green is right on track for its next-gen AI servers to enter the industry in the upcoming quarter, as according to a report by Ctee, Taiwanese suppliers expect to ship out the NVL72 and the NVL36 variants of their GB200 AI servers by the upcoming weeks.
The demand for Blackwell is gigantic in the markets, and given that NVIDIA hasn't announced a delay, we do expect the AI architecture to be in full force, and optimistically be widely adopted by the markets within Q1-Q2 of 2025. The report also reveals rumored prices for Blackwell products, which we'll discuss next.
NVIDIA's GB200 AI systems are expected to be initially supplied to the likes of Microsoft and Meta, who are said to be exclusive customers of the firm, which is why they are on the priority list. The firm's CEO, Jensen Huang, has already confirmed that volume production is planned for Q4 and the company is on track to bring billions of dollars of revenue from Blackwell chips.
In terms of pricing, it is rumored that NVIDIA's single GB200 AI server could cost around $2 million to $3 million per unit, and the range includes both NVL36 and NVL72 models, with the latter one being NVIDIA's flagship offerings. Apart from this, the B200 AI GPU is said to be available to exclusive partners at $33,000, but this figure will certainly include the "NVIDIA tax," taking the price much higher.
In terms of demand from the markets, it is said that NVIDIA is expected to produce a total of five million Blackwell chips in 2025, out of which 80% would account for their usage in the GB200 AI servers. Companies have moved from acquiring individual accelerators to now purchasing giant AI clusters, given that the computational demand has grown massively, bringing in the need for firms to switch to superior options.
Team Green's AI servers alone could generate around $210 million for the company. If you factor in the potential sales made by AI GPUs such as the GB200, it won't be wrong to say that NVIDIA might very well be on its way to creating a fortune with Blackwell products, likely exceeding the Hopper generation. Team Green's AI "bull run" is very much existent, and we won't be surprised if the firm manages to report shocking finances in the upcoming quarters.