Nvidia has renamed its Blackwell Ultra product series — here’s why

3 weeks ago

Nvidia has rebranded its flagship Blackwell Ultra products, successful what appears to beryllium a strategical displacement astatine nan chipmaker aimed astatine promoting nan B300 and GB300 lines, some of which leverage CoWoS-L technology.

The move, first reported by TrendForce, will spot nan B200 Ultra bid now beryllium known arsenic nan B300, while nan GB200 Ultra is known arsenic nan GB300.

The B300 bid from Nvidia is expected to motorboat immoderate clip betwixt nan 2nd and 3rd quarters of 2025, pinch nan B200 and GB200 bid successful peculiar group to statesman shipping successful nan 4th fourth of 2024.

Nvidia’s displacement has broader semipermanent implications

TrendForce noted Nvidia is successful nan process of refining spot segmentation crossed its Blackwell bid successful a bid to meet increasing capacity demands from CSPs, amended proviso concatenation flexibility, and meet cost-performance needs among server OEMs.

The B300A series, for example, is aimed chiefly astatine OEMS. Production of this bid is expected to statesman during nan 2nd 4th of 2025 arsenic shipments of nan H200 series statesman winding down.

Notably, TrendForce said Nvidia had primitively planned to motorboat nan B200A bid to specifically cater to server OEMs. The chipmaker later shifted to nan B300A bid during nan creation process, however, which nan marketplace investigation patient suggested indicated a “weaker request for downgraded GPUs than anticipated”.

This displacement successful merchandise strategy from Nvidia could person semipermanent implications, pinch TrendForce suggesting nan move “reveals a clear pivot toward AI models that committedness greater gross successful 2025”.

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“The institution is making important investments successful improving NVL rack solutions, assisting server strategy providers pinch capacity optimization and liquid cooling for NVL72 systems,” study from TrendForce noted.

“Companies for illustration AWS and Meta are being urged to modulation from NVL36 to NVL72.”

Notably, shipment trends constituent toward Nvidia’s high-end GPU offerings surging successful nan twelvemonth ahead, pinch wide shipment stock anticipated to deed astir 50% successful 2024.

This, TrendForce said, marks a sizable 20% summation compared to nan twelvemonth anterior - and it’s expected to continue. The Blackwell level is projected to thrust this further to a stock of astir 65% successful 2025.

Nvidia driving CoWoS demand

In nan twelvemonth ahead, Nvidia is expected to play a “crucial role” successful driving request for CoWoS technology, according to TrendForce.

With nan Blackwell bid opening to summation wide endeavor appeal, CoWoS request is forecast to summation by astir 10% year-on-year.

“In ray of caller changes, NVIDIA is apt to ore connected supplying B300 and GB300 products to awesome North American CSPs—both leveraging CoWoS-L technology,” TrendForce said.

Running parallel to this, HBM procurement is besides anticipated to rise, TrendForce found. Current projections for nan twelvemonth up propose nan spot shaper will relationship for much than 70% of nan world HBM market.

This erstwhile again marks an summation of astir 10% annually. A cardinal facet present is that each models crossed nan B300 bid will characteristic HBM3e 12hi.

With accumulation expected to statesman successful nan 4th fourth of 2024 and nan first 4th of 2025, this will thrust demand, TrendForce said. Suppliers could beryllium near waiting, however.

This marks nan first wide accumulation of a 12hi stack merchandise by Nvidia, analysts noted, truthful nan institution could return astatine slightest 2 quarters to “refine processes and stabilize accumulation yields”.