Jaw-dropping news has arrived about the potential revenues of NVIDIA’s new GB200 AI servers. According to Morgan Stanley’s latest analysis report, NVIDIA Blackwell “GB200” AI server orders alone could bring NVIDIA $210 billion in annual revenue. This amount is equivalent to approximately 7 trillion TL at the current exchange rate.
The NVIDIA GB200 AI chip was released on March 19 and consists of an Arm-based Grace CPU with two B200 Blackwell GPUs. This chip provides a 30-fold increase in the performance of large language models compared to the H100, while reducing the cost and energy consumption by 1/25.
Morgan Stanley predicts that incoming orders for GB200 AI servers do not meet the supply and this situation will continue until after 2025. Annual shipment of 60 thousand-70 thousand GB200 AI servers is expected and the cost of each server varies between 2-3 million dollars. This provides NVIDIA with an annual revenue of $210 billion with Blackwell servers alone.
NVIDIA GB200 AI chip servers are offered in two different models as NVL72 and NVL36. More and more AI entrepreneurial companies are choosing the NVL36 server, which is more economically viable. According to information received in June, demand for NVIDIA’s new GB200 series AI chips required additional orders from Taiwan Semiconductor Manufacturing Company (TSMC) and other manufacturers.
The testing processes of GB200 and B series AI chips are significantly longer than those of the H series. This process consists of four stages: final test, burn-in test, final test again and finally system level test (SLT).
What do you think about this astronomical income? You can write your opinions in the comments section below.
Source link: https://shiftdelete.net/nvidia-gb200-ai-yilda-210-milyar-dolar
Web sitemizde ziyaretçilerimize daha iyi hizmet sağlayabilmek adına bazı çerezler kullanıyoruz. Web sitemizi kullanmaya devam ederseniz çerezleri kabul etmiş sayılırsınız.
Gizlilik Politikası