NVIDIA Blackwell

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

Nov 22, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, NVIDIA generated US$35.1 billion of revenue...

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

Nov 15, 2024 | PDF

Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...

SO-CAMM Incorporated Since GB300 to Replace Initial On-Board Method

Oct 30, 2024 | PDF

TrendForce indicates that NVIDIA will adopt the SO-CAMM module design in its GB300 AI servers, replacing the initial onboard LPDDR5X solution for Grace CPUs. SO-CAMM offers advantages such as easy rep...

SO-CAMM Incorporated Since GB300 to Replace Initial On-Board Method

Oct 30, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, NVIDIA is scheduled to mass produce GB300 between the end of 2Q25 and early 3Q25...

Impending Launch of NVIDIA’s Blackwell and B300 Series Will Drive Shipments from Liquid Cooling Supply Chain; GB200 NVL72 Will Adopt Liquid-to-Air (L2A) Cooling Solution by 2025

Oct 30, 2024 | PDF

TrendForce forecasts that shipments of liquid cooling solutions will surge with the launch of NVIDIA's Blackwell and B300 series AI servers. The GB200 NVL72 is expected to adopt a liquid-to-a...

Impending Launch of NVIDIA’s Blackwell and B300 Series Will Drive Shipments from Liquid Cooling Supply Chain; GB200 NVL72 Will Adopt Liquid-to-Air (L2A) Cooling Solution by 2025

Oct 30, 2024 | PDF

According to the latest survey by the global market intelligence firm TrendForce, NVIDIA’s GB200 rack solutions are set to be shipped by the end of this year...

NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

Oct 03, 2024 | PDF

TrendForce’s observations indicate that NVIDIA is currently the global leader of AI chip supplier, and comprises of almost 90% of the GPU AI server market in 2024...

NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

Oct 03, 2024 | PDF

TrendForce forecasts that NVIDIA will focus on promoting its Blackwell B300 series AI chips in 2025, with increased adoption of CoWoS-L packaging and liquid cooling solutions. The B300 series will rep...

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain, and the Penetration Rate of Liquid Cooling for AI Server Chips Will Reach 20-30% in 2025

Sep 11, 2024 | PDF

According to latest research by global market intelligence firm TrendForce, demand in the global AI server market will remain strong through 2024...

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Sep 11, 2024 | PDF

TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projec...

NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

Aug 06, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, the AI market continues to experience rapid growth. Both GPU suppliers and CSPs are committed to developing AI chips...

NVIDIA’s Blackwell GPU Will Become Mainstream in High-end GPU Market with a Share of 83%; Related Demand Will Drive the Growth of Liquid Cooling Supply Chain

Jul 23, 2024 | PDF

Global market intelligence firm TrendForce reports that NVIDIA is expected to launch a new generation of GPU platform named Blackwell by the end of 2024...

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Apr 11, 2024 | PDF

Global market intelligence firm TrendForce reports that with NVIDIA presenting its latest solution at GTC 2024, the most anticipated technologies from the company include Blackwell...