[News] NVIDIA’s Blackwell Begins Sample Delivery, Boosting Taiwanese AI Supply Chain Demand

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NVIDIA’s next-generation Blackwell architecture AI superchip is about to ship. According to a report from Commercial Times, on July 29 during the SIGGRAPH conference in Denver, USA, NVIDIA announced a series of software updates and revealed that samples of the new AI chip architecture Blackwell have been distributed, sparking optimism about the company’s continued record-breaking performance.

Industry sources cited by the report have indicated that the Blackwell series is regarded by Jensen Huang as the most successful product in history. It is expected to drive a new wave of AI server data center construction by cloud service providers (CSPs).

The report notes further that in addition to TSMC’s 4nm process being in high demand, the increasing penetration of water cooling technology, which is projected to reach up to 10%, is likely to benefit Cooling Distribution Unit suppliers such as Vertiv, as well as companies like Asia Vital Components, AURAS Technology, Delta Electronics, and Cool IT.

Furthermore, the new AI superchip is expected to start shipping to clients in the fourth quarter, with full-scale production set for 2025. Assembly plants will also benefit, including Wistron, Foxconn (through its subsidiary Ingrasys), which are involved in front-end manufacturing of substrates, computing boards, and switch boards.

Companies such as Wiwynn, Quanta (Quanta Cloud Technology), Inventec, GIGABYTE, ASUS, and ASRock are also expected to see increased orders for their rack-mounted systems. Among these, Quanta, Wiwynn, and Inventec have indicated that their related products are expected to start shipping in the fourth quarter, with further increases in volume anticipated in the first half of next year.

The NVIDIA Blackwell platform is set to become the main solution for NVIDIA’s high-end GPUs. TrendForce estimates that GB200 NVL36 shipments are expected to reach 60,000 units in 2025, with Blackwell GPU usage between 2.1 to 2.2 million units, making Blackwell the mainstream platform and accounting for over 80% of NVIDIA’s high-end GPUs.

TrendForce observes that the GB200 NVL36 architecture will initially utilize a combination of air and liquid cooling solutions, while the NVL72, due to higher cooling demands, will primarily employ liquid cooling.

Read more

• [News] NVIDIA Reportedly Developing Tailored Version of the Blackwell Series for Chinese Market
• [News] NVIDIA CEO Jensen Huang Estimates Blackwell Chip Price Around USD 30,000 to USD 40,000

(Photo credit: NVIDIA)