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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

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Last Modified

2025-03-11

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Update Frequency

Aperiodically

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Format

PDF

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Overview

As indicated by TrendForce’s latest survey on the supply chain, NVIDIA has started ramping up its new Blackwell platform since 1Q25...

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AI Server PackageRelated Reports

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

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2025/03/03

AI Server/HBM/Server

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PDF

NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

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2025/02/27

AI Server/HBM/Server

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PDF

Implications and Impact of DeepSeek

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2025/02/25

DRAM

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PDF

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

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2025/02/07

AI Server/HBM/Server

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PDF

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

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2025/01/28

DRAM

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PDF

2025 AI Server Market and Key Supply Chain Dynamics

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2025/01/24

AI Server/HBM/Server

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