NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

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2024-12-06

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TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack solution, the GB200 targets hyperscale CSPs, and its complex specifications pose challenges for the supply chain, particularly in high-speed interconnect design and thermal management. Volume shipments of the GB200 will drive growth for Grace CPUs and Blackwell GPUs, as well as the liquid cooling solutions market.

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Category: Semiconductors

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