NVIDIA has a projected $210 billion revenue from Blackwell GB200 AI servers | Festina Lente - Your leading source of AI news | Turtles AI

NVIDIA plans to launch a new series of AI servers, the "Blackwell GB200," promising a pivotal moment in the tech industry for 2025, with projected revenue of $210 billion. This outcome highlights the growing demand for advanced AI solutions.

Highlights:

• Launch of Blackwell GB200 servers scheduled for 2025.
• Expected revenue of $210 billion.
• Server variants include NVL72 and NVL36, catering to various performance needs.
• Collaboration with Taiwanese suppliers to support production.

NVIDIA, a global leader in AI hardware production, has announced its intention to launch a new generation of servers, the "Blackwell GB200," in 2025. According to market sources, the demand for these servers is expected to grow significantly, thanks to their advanced performance and ability to meet the needs of modern AI applications. This new product line is presented as the most powerful ever created by the company, surpassing previous generations, including the Hopper series, and is expected to generate approximately $210 billion in revenue.

The Blackwell GB200 models, including variants like NVL72 and NVL36, are designed to offer scalable performance depending on specific user needs, making them suitable for both large corporations and emerging startups operating in the AI sector. The unit price of the Blackwell servers ranges from $2 million to $3 million, with a projected shipment of between 60,000 and 70,000 units.

This anticipated success is also supported by Taiwanese suppliers, including Quanta, Foxconn, and Wistron, who foresee an increase in their financial performance thanks to the supply of components for these servers. Additionally, NVIDIA has recorded orders for 340,000 units of its CoWoS packaging system for the next year, highlighting high market demand, with no signs of a slowdown in the supply chain.