$NVIDIA (NVDA.US)$ NVIDIA’s “Blackwell Ultra” GB300 AI Serve...

$NVIDIA (NVDA.US)$ NVIDIA’s “Blackwell Ultra” GB300 AI Servers Expected To Debut By Mid-2025, Featuring “Fully-Liquid” Cooling & Much Higher Performance
Muhammad Zuhair
•
Dec 2, 2024 06:45 AM EST

NVIDIA's "Blackwell Ultra" GB300 AI Servers Expected To Debut By Mid-2025, Featuring "Fully-Liquid" Cooling & Much Higher Performant 1

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.

NVIDIA's GB300 AI Servers Will Mark The Next Phase Of The "AI Bandwagon", Expected To Be Much More Than Current 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.

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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 from the motherboards. This move will be done to simplify the manufacturing complex and could benefit several companies, especially the Taiwan-based manufacturers, which produce interconnect components and sockets. The current Blackwell GPUs are soldered directly to the motherboard, and with the transition to a socket-type design, the B300 GPUs can be removed from the motherboard just like CPUs.

Team Green's "B300" lineup is expected to debut by mid-2025, transitioning into the next phase of the AI hype.