NVIDIA’s Blackwell GB200 AI server is expected to ship in bulk in Q4 2024, and Microsoft is the most “active” acquirer of new AI servers.
NVIDIA expects quarterly demand to increase 250%, generating billions of dollars from Blackwell AI servers alone
Team Green’s Blackwell architecture is making history in terms of expected returns NVIDIA generated from it, The possibilities it brings to the AI industry. Not only is Blackwell looking to unseat Hopper in terms of market hype, but mainstream technology companies are all looking to acquire NVIDIA’s new AI products.
NVIDIA is expected to ship 150,000 to 200,000 GB200 AI servers in the fourth quarter alone, representing up to 250% quarter-on-quarter growth, according to a new report by renowned analyst Ming-Chi Kuo. It is predicted that there will be strong demand in the industry.
Production ramp-up of Blackwell chips will begin in early Q4 ’24. Considering yield and test efficiency, estimated shipments in Q4 2024 are approximately 150,000-200,000 units, with a significant increase of 200-250% QoQ to 500,000-550,000 units in Q1 2025. will be done.
Microsoft’s Q4 2024 GB200 orders recently jumped 3-4x from the previous 300-500 lacs (mainly NVL36) to approximately 1,400-1,500 lacs (approximately 70% of NVL72). Future Microsoft orders will primarily focus on NVL72.
Other CSPs’ orders are significantly lower than Microsoft’s, such as Amazon’s 300-400 racks of GB200 NVL36 in Q4 2024 and Meta’s architecture focused on Ariel rather than Bianca. While this is not necessarily indicative of other CSPs’ conservatism, it is important to note that Microsoft’s current GB200 demand is significantly higher than other CSPs.
Via media
NVIDIA could ship 500,000 to 550,000 Blackwell AI servers by Q1 2025. This means reaching 1 million units is possible within a few quarters. As for companies expected to acquire NVIDIA’s Blackwell servers, Microsoft is said to be the biggest beneficiary, with the NVL36 model said to be acquiring both NVL36 and NVL72 versions of the GB200 AI cluster. It is expected to be delivered this quarter. . Microsoft has expanded the order by up to 3-4 times, primarily including the NVL72 variant in the list.
Foxconn and Quanta are responsible for delivering Microsoft’s Blackwell systems, and independent research from both organizations shows that Microsoft is the leading CSP when it comes to ordering, especially as the company rapidly expands its AI computing capabilities. It is said that there are. NVIDIA’s Blackwell debut. Order volumes for companies like Amazon and Meta have fallen significantly, indicating Microsoft’s determination to make the most of Blackwell’s capabilities.
NVIDIA’s Blackwell is expected to become mainstream by the fourth quarter of 2024, when the architecture will be in action and provide computing power to AI companies that power the development of the technology. Sho.
