Well, after all the issues NVIDIA has with the original Blackwell lineup, it seems like the firm will find trouble selling its newest GB300 lineup, as customers are rather interested in "mature" solutions.
NVIDIA To Only Ship 15,000 GB200 AI Servers This Year; Market Isn't Optimistic About GB300 Either
Team Green unveiled its latest Blackwell Ultra lineup at GTC 2025, and while the industry showed tremendous optimism towards the new hardware, the supply chain is telling a different story. According to a report by Ctee, it is claimed that major CSPs like Microsoft and others are reportedly "ditching" the GB300 orders, given that not only are they not satisfied with the previous generation, but companies are looking toward more mature solutions from NVIDIA, such as the HGX systems.
The report claims that NVIDIA's GB200 didn't witness a successful launch at all, given that, in the beginning, it was revealed that Team Green was facing massive yield rate issues associated with TSMC's advanced packaging. However, while these issues are all sorted out, CSPs are showing frustration regarding how long it takes to set up a GB200 server rack, and given that clusters start experiencing issues, NVIDIA is the only firm that can debug the problems, leaving companies entirely dependent.
So, with Blackwell's reputation, CSPs are more reluctant to adopt the newer GB300 lineup, and it is claimed that mass production could be shifted up to next year, which shows that the supply chain is witnessing exhaustion, a situation we have already predicted in a previous report. NVIDIA's GB200 annual shipments are said to be just 15,000, and these numbers are significantly lower than what the Hopper generation experienced, so it is safe to say that the interest is going down tremendously with each generation.
As an alternative, firms are showing more interest in NVIDIA's reputable solutions, such as the HGX 100 servers, which are said to be the front-runners of the Hopper generation. This indicates that computing demand isn't going away at all, but Team Green needs to sort out its approach to the supply chain, as right now, the firm is leading itself into the race of giving competitors no space, only to find customer hesitation towards its hardware products.
