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NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications
Last Modified
2025-03-11
Update Frequency
Aperiodically
Format
TrendForce reports NVIDIA plans to launch GB300 in Q2 2025, with GB300 racks ramping up in Q4 due to higher specifications requiring extended testing. GB200 remains the 2025 shipment mainstream, while GB300 systems need extra validation for design, power, and cooling differences. GB300 features upgrades in computing, memory, networking (800G CX8), and power, with independent cold plates. North American hyperscalers are key demand drivers, but DeepSeek's rise and ROI pressure may shift customers to ASICs or cost-effective solutions. Supply chain readiness and customer demand changes are crucial future observation points.
＜Total Pages：7＞
Category: Semiconductors
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- Selected Topics-TF-0053_NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications
Spotlight Report
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Selected Topics
PDF
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2026/06/02
Selected Topics
PDF
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2026/05/27
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2026/04/30
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