Nvidia has rebranded its flagship Blackwell Ultra product. This appears to be a strategic shift for the chipmaker to promote its B300 and GB300 lines, both of which leverage CoWoS-L technology.
With this move, first reported by TrendForce, the B200 Ultra series will now be known as B300 and the GB200 Ultra will be known as GB300.
Nvidia’s B300 series is expected to launch between the second and third quarters of 2025, with the B200 and GB200 series specifically scheduled to start shipping in the fourth quarter of 2024.
Nvidia’s shift has broader long-term implications
TrendForce reports that NVIDIA is refining chip segmentation across the Blackwell series to meet increasing performance demands from CSPs, improve supply chain flexibility, and meet cost-performance needs among server OEMs. said.
For example, the B300A series is primarily aimed at OEMS. Production of this series is expected to begin sometime in the second quarter of 2025 as the H200 series begins to wind down.
Notably, TrendForce notes that Nvidia originally planned to launch the B200A series specifically to cater to server OEMs. However, the chipmaker subsequently moved to the B300A series during the design process, which the market research firm suggested suggested that “demand for downgraded GPUs was weaker than expected.”
This shift in Nvidia’s product strategy could have long-term implications, with TrendForce suggesting that the move “signals a clear pivot toward AI models that promises to drive revenue growth in 2025.” Masu.
TrendForce’s analysis notes that “the company is making significant investments in improving its NVL rack solutions and assisting server system providers with performance optimization and liquid cooling for NVL72 systems.”
“Companies like AWS and Meta are being asked to move from NVL36 to NVL72.”
In particular, shipment trends indicate that Nvidia’s high-end GPU products will surge in the coming year, with the overall shipment share expected to reach around 50% in 2024.
According to TrendForce, this is a significant 20% year-over-year increase and is expected to continue to grow. The Blackwell platform is expected to drive this even further, reaching around 65% share by 2025.
Nvidia drives CoWoS demand
Over the next year, Nvidia is expected to play a “key role” in driving demand for CoWoS technology, according to TrendForce.
Demand for CoWoS is expected to grow approximately 10% year over year as the Blackwell series begins to gain broader enterprise appeal.
“Given recent changes, NVIDIA is likely to focus on supplying its B300 and GB300 products to major North American CSPs, both leveraging CoWoS-L technology,” TrendForce said.
In parallel, HBM procurement is also expected to increase, TrendForce research found. Current forecasts for the next 12 months are that the chipmaker will capture more than 70% of the global HBM market.
This also represents an annual increase of approximately 10%. The key element here is that all models in the B300 series are equipped with HBM3e 12hi.
Production is expected to begin in the fourth quarter of 2024 and the first quarter of 2025, which will drive demand, TrendForce said. However, suppliers may have to wait.
Since this will be Nvidia’s first mass production of a 12hi stack product, analysts note that it could take at least two quarters for the company to “improve processes and stabilize production yields.”
