NVIDIA’s next-generation GB300 AI servers are expected to debut in the market by mid-2025, delivering significantly higher performance than existing options.
NVIDIA’s GB300 AI servers will mark the next phase of the ‘AI movement,’ which is expected to be much more than current options
Team Green’s Blackwell architecture has reportedly attracted massive interest in the market and is sought after by all major tech giants, thereby generating gigantic revenue for NVIDIA.
Despite setbacks in terms of architectural flaws, demand for Blackwell AI server is in full force, and it appears that NVIDIA is now gearing up for the upcoming “Blackwell Ultra” lineup, as reported Taiwan Economic Daily indicates that manufacturers across the supply chain have begun preparing for the next-generation GB300 AI servers, which are expected to offer significantly higher performance than current options.
While details regarding NVIDIA’s “Blackwell Ultra” architecture are limited at this time, it appears 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 into servers, thereby fueling demand for cooling components and ultimately benefiting Taiwanese manufacturers such as Auras Tech and Asia Vital Components.
Full use of liquid cooling is expected to significantly increase the price of GB300 AI servers. Given that current GB200 NVL72 servers cost around $3 million, it is imminent that the price of the top configuration of the GB300 will be much higher. If the “Blackwell Ultra” process is a successful launch, it 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 line will adopt a “socket design”, which will allow users to install or uninstall GPUs from motherboards. The move will aim to simplify the manufacturing complex and could benefit several companies, including Taiwan-based manufacturers that produce components and interconnect sockets. Current Blackwell GPUs are soldered directly to the motherboard, and with the transition to a socket-style design, B300 GPUs can be removed from the motherboard just like CPUs.
Team Green’s “B300” line is expected to debut by mid-2025, moving into the next phase of AI hype.