NVIDIA's next-gen "Blackwell Ultra" GB300 AI servers are expected to debut on the market by mid-2025, featuring much higher performance than existing options.
Team Green's Blackwell architecture has reportedly seen massive market interest and is sought by every mainstream tech giant, bringing in gigantic revenue for NVIDIA.
Despite setbacks in terms of architectural flaws, Blackwell AI server demand is in full force, and it looks like NVIDIA is now preparing for the upcoming "Blackwell Ultra" lineup, as a report by Taiwan Economic Daily states that supply chain manufacturers have started preparing for the next-gen GB300 AI servers, which are set to feature significantly higher performance than current options.
While details surrounding NVIDIA's "Blackwell Ultra" architecture are confined for now, it is revealed that the servers are expected to feature significantly higher power consumption figures compared to their current GB200 counterparts. In light of this, manufacturers are expected to integrate a "complete" liquid-cooled solution with the servers, fueling demand for cooling components and ultimately benefiting Taiwanese manufacturers such as Auras Tech and Asia Vital Components.
The use of liquid cooling entirely is expected to raise the pricing of the GB300 AI servers massively. Given that the current GB200 NVL72 servers cost around $3 million, it is imminent that the pricing of the GB300's top configuration will be much higher. If the "Blackwell Ultra" process is a successful launch, this means more revenue for NVIDIA, ultimately allowing Team Green to capitalize much more on the AI bandwagon.
In terms of previous rumors, NVIDIA's Blackwell Ultra lineup is said to adopt a "socketed design," which will allow the users to install or uninstall the GPUs
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