Blackwell Boom: NVIDIA’s AI Chips Face Overwhelming Demand
This March, at the GTC 2024 conference held at the San Jose Convention Center in California, NVIDIA founder and CEO Jensen Huang introduced the Blackwell architecture GPUs. These include the B200 GPU, set to replace the H100/H200, the GB200 in conjunction with the Grace CPU, and the GB200 NVL36/NVL72 computing platforms, with additional products of various specifications and types to be released in the future. Various products based on the Blackwell architecture are slated to ship in the latter half of this year.
According to Wccftech, the industry is showing significant interest in Blackwell architecture products, with high market demand that may position them as NVIDIA’s most successful offerings. Market reports indicate that Blackwell-based chips are currently the fastest AI chips in the world and the most expensive to date. Despite their cost, they have attracted substantial orders, with demand expected to remain robust through 2025. Rumors suggest that NVIDIA’s CoWoS packaging orders for next year have already reached 340,000, highlighting the immense market demand.
The demand for Blackwell architecture products is extensive, and expected to far surpass that of previous Hopper architecture products, presenting significant benefits for the supply chain. With the increasing demand for next-generation AI servers, NVIDIA’s supply chain partners, including Quanta, Foxconn, and Wistron, are poised to benefit, potentially exceeding performance expectations. Market research institutions predict that NVIDIA will ship between 60,000 to 70,000 AI servers equipped with GB200, each priced between $1.8 million to $3 million. Combined with B100/200 computing cards, NVIDIA’s revenue from the Blackwell architecture product line could surpass market expectations, breaking the records set by the Hopper architecture and potentially reaching up to $210 billion within the next year.
Considering actual market conditions, such as purchase volume and other factors, the actual figures may vary. Depending on the types and quantities of orders from different buyers, the final numbers could be higher or lower. When compared to data center products from previous generations, the Blackwell architecture products are expected to be more expensive this year.
