Well, after all the problems that Nvidia has with the Blackwell original range, it seems that the company will find it difficult to sell its new GB300 range, because customers are rather interested in “mature” solutions.
Nvidia to send only 15,000 GB 200 AI servers this year; The market is not optimistic about GB300 either
Team Green has unveiled its latest Blackwell Ultra range at GTC 2025, and although the industry has shown enormous optimism towards new equipment, the supply chain tells another story. According to a CTEE reportIt is claimed that the main CSPs like Microsoft and others would have “abandoned” the orders of GB300, since they are not only satisfied with the previous generation, but that companies are considering more mature solutions of Nvidia, such as HGX systems.
The report says that the NVIDIA GB200 did not at all attended a successful launch, given that at the beginning, it was revealed that Team Green was faced with massive problems with the rate of return associated with advanced TSMC packaging. However, although these problems are all solved, CSPs show frustration at the duration of the creation of a GB 200 server rack, and since clusters are starting to encounter problems, Nvidia is the only company that can debug problems, leaving fully dependent companies.
Thus, with the reputation of Blackwell, the CSPs are more reluctant to adopt the new GB300 GB range, and it is said that mass production could be moved until next year, which shows that the supply chain is witness to exhaustion, a situation that we have already predicted in a previous report. The GB 200 GB 200 GB expeditions of NVIDIA are only 15,000, and these figures are significantly lower than what the hopper generation has lived, it is therefore sure to say that interest drops enormously to each generation.
As an alternative, companies demonstrate more interest in NVIDIA’s renowned solutions, such as HGX 100 servers, which would be the first of the Hopper generation. This indicates that computer demand does not disappear at all, but Team Green must settle its approach to the supply chain, because at the moment, the company is heading to the race for competitors without space, only to find hesitation to customers towards its material products.