NVIDIA’s next-generation “Blackwell Ultra” GB300 AI server is expected to be on the market by mid-2025, featuring significantly higher performance than existing options.
NVIDIA’s GB300 AI server marks the next stage of the “AI bandwagon” and is expected to go far beyond current options
Team Green’s Blackwell architecture is reportedly generating a lot of interest in the market, being sought after by all the mainstream tech giants and generating huge revenue for NVIDIA.
Despite setbacks in terms of architectural flaws, demand for Blackwell AI servers is strong and supply chain manufacturers are starting to prepare, Taiwan Economic Daily reported. It looks like they are preparing for the “Blackwell Ultra” lineup. The next generation GB300 AI server is set to have significantly higher performance than current options.
Details regarding NVIDIA’s “Blackwell Ultra” architecture are limited so far, but it is clear that these servers are expected to have significantly higher power consumption numbers compared to current GB200-compatible products. It has become. Considering this, manufacturers are expected to integrate “complete” water cooling solutions into servers, increasing demand for cooling components and ultimately benefiting Taiwanese manufacturers such as Auras Tech and Asia Vital Components. Masu.
Full use of liquid cooling is expected to significantly increase the price of the GB300 AI server. Given that the current GB200 NVL72 server costs around $3 million, we’re about to see even higher prices for the top-of-the-line GB300 configuration. A successful launch of the “Blackwell Ultra” process would mean more revenue for NVIDIA and ultimately allow Team Green to take advantage of more AI trends.
As for previous rumors, NVIDIA’s Blackwell Ultra lineup is said to feature a “socket design” that allows users to install and remove GPUs from the motherboard. The move was made to simplify the manufacturing complex and could benefit several companies, especially Taiwan-based manufacturers of interconnect components and sockets. Current Blackwell GPUs are soldered directly to the motherboard, but with the move to a socket-type design, the B300 GPU can be removed from the motherboard just like a CPU.
Team Green’s ‘B300’ lineup is expected to debut by mid-2025 and move into the next phase of AI hype.
