NVIDIA's GB300 Blackwell Ultra AI Servers Set to Revolutionize AI Computing in Late 2025
2 Sources
2 Sources
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NVIDIA's new GB300 Blackwell Ultra AI servers to begin shipping in second half of 2025
As an Amazon Associate, we earn from qualifying purchases. TweakTown may also earn commissions from other affiliate partners at no extra cost to you. NVIDIA's new GB300 "Blackwell Ultra" AI servers are expected to begin shipping in the second half of 2025, with the new GB300 AI servers to be the most powerful AI servers on the planet. Taiwanese media outlet UDN reports that Taiwanese contract manufacturing giant Foxconn has secured the biggest number of orders for NVIDIA's next-gen GB300 AI servers. Foxconn isn't the only one, with contract manufacturers including Quanta, Wistron, Wiwynn, and Inventec all itching to pump out GB300 AI servers. According to supply chain sources, NVIDIA's new GB300 AI server manufacturing will have precedence over Apple's upcoming iPhone, as Foxconn manufactures the iPhone for Apple, and is leading the charge with GB300 AI servers. The new NVIDIA GB300 has similarities with GB200, with Foxconn expecting to find a few difficulties when shifting to GB300 AI server mass production. Foxconn is also expecting NVIDIA GB300 AI servers to make up over half of its server revenue moving forward, too. Quanta Computer started shipping NVIDIA GB200 AI servers in Q2 2025, and is currently testing and verifying its new GB300 AI servers with its customers, with GB300 AI servers made by Quanta expected to begin shipping in September, with Quanta management believing that the more powerful GB300 AI servers will see high-end AI companies waiting for them because of pressing model training needs. We recently spotted NVIDIA's new GB300 NVL72 AI servers at Computex 2025 earlier this year, looking mighty fine in the flesh indeed.
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NVIDIA's Latest GB300 AI Servers Will Start Shipping In H2, Say Supply Chain Sources
This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. NVIDIA's Blackwell GB300 AI servers are expected to start shipping in the second half of this year, with analysts expecting them to take precedence over Apple's upcoming iPhone. The GB300 AI servers are expected to be the most powerful AI servers in the world, and Taiwanese contract manufacturers are rushing to win over their orders. Among the contract manufacturers expected to work with NVIDIA are Foxconn, Quanta, Wiwynn and Inventec, which are all expected to ship in the second half. According to the details, Taiwanese contract manufacturing giant Foxconn has managed to secure the largest number of orders for NVIDIA's next-generation GB300 AI servers. The GB300 will feature 72 Blackwell AI GPUs for its highest-end variant to make it the most powerful AI platform in the world. Along with Foxconn, contract manufacturers Quanta, Wistron, Wiwynn and Inventec are also eager to ship the new servers. The rush to deliver GB300 servers due to their integral nature in the global AI supply chain has also given precedence to the servers over Apple's upcoming iPhone, believe supply chain sources. Foxconn continues to lead NVIDIA's server assembly supply chain. Due to the GB300's similarities with its predecessor, the GB200, Foxconn expects to encounter a few difficulties in shifting to GB300 mass production. Additionally, the booming demand for AI servers is impacting Foxconn's income statement, and AI servers are expected to account for more than half of the firm's server revenue. Contract manufacturer Quanta Computer started to ship GB200 servers in the second quarter and it is currently testing and verifying the GB300 servers by working with its customers. The GB300 servers from Quanta are expected to ship in September, and Quanta'a management believes that despite the greater power punch offered by the GB300 products, high-end AI companies are unlikely to wait for them due to pressing model training needs. Like Quanta's servers, products from Winwynn and Inventec are also expected to ship by September. Shipment volumes are expected to grow significantly in the second half of the year, and the firm's management believes that it could gain market share with the latest NVIDIA servers. Supply constraints and high prices have created large market demand for alternatives to NVIDIA's GPUs. These alternatives include in-house chips developed by big tech players such as Amazon and Alphabet and orders made to designers such as Broadcom and Marvell. NVIDIA CEO Jensen Huang has dismissed speculation that alternatives or custom chips could impact the firm's market as he believes NVIDIA's products offer superior performance. However, other reports have suggested that OpenAI is allegedly shifting some of its AI computing needs to Google's tensor processing units (TPUs) as it is wary of the high costs of using NVIDIA's products.
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NVIDIA's upcoming GB300 Blackwell Ultra AI servers, slated for release in the second half of 2025, are poised to become the most powerful AI servers globally. Major Taiwanese manufacturers are vying for production orders, with Foxconn securing the largest share.
NVIDIA's Next-Gen AI Powerhouse
NVIDIA is set to launch its highly anticipated GB300 "Blackwell Ultra" AI servers in the second half of 2025, promising to deliver the most powerful AI computing platform to date 1. The GB300, featuring 72 Blackwell AI GPUs in its highest-end variant, is expected to revolutionize the AI industry and further solidify NVIDIA's position as a leader in AI hardware 2.
Source: TweakTown
Manufacturing Race and Market Impact
Taiwanese contract manufacturers are competing fiercely to secure production orders for the GB300 servers. Foxconn, a major player in the tech manufacturing industry, has reportedly secured the largest number of orders 1. Other prominent manufacturers, including Quanta, Wistron, Wiwynn, and Inventec, are also vying for a share of the production 2.
The importance of the GB300 in the global AI supply chain is underscored by reports suggesting that its production will take precedence over Apple's upcoming iPhone manufacturing at Foxconn 2. This shift in priorities highlights the growing significance of AI hardware in the tech industry.
Production Timeline and Challenges
While mass production of the GB300 servers is set to begin in the latter half of 2025, manufacturers are already preparing for the transition. Quanta Computer, which began shipping the predecessor GB200 AI servers in Q2 2025, is currently testing and verifying the new GB300 servers with its customers 1. The company expects to start shipping GB300 servers by September 2025.
Despite the GB300's similarities to its predecessor, Foxconn anticipates some challenges in shifting to mass production of the new model 2. However, the potential rewards seem to outweigh the difficulties, as AI servers are expected to account for more than half of Foxconn's server revenue moving forward 1.
Market Demand and Competition
The announcement of the GB300 servers comes at a time of high demand for AI computing power. High-end AI companies are eagerly awaiting the new servers to meet their pressing model training needs 1. However, supply constraints and high prices have also created market demand for alternatives to NVIDIA's GPUs 2.
Some tech giants, such as Amazon and Alphabet, are developing in-house chips, while others are turning to designers like Broadcom and Marvell for custom solutions 2. Despite this competition, NVIDIA CEO Jensen Huang remains confident in the superior performance of NVIDIA's products 2.
Source: Wccftech
Industry Implications
The introduction of the GB300 servers is expected to have far-reaching effects on the AI industry. As these powerful servers become available, they could accelerate AI research and development across various sectors. However, reports of companies like OpenAI exploring alternatives such as Google's tensor processing units (TPUs) due to cost concerns highlight the ongoing challenges in the AI hardware market 2.
As the launch date approaches, the tech industry will be watching closely to see how NVIDIA's GB300 servers perform and how they might reshape the landscape of AI computing in the years to come.
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