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Tom’s Hardware
Tom’s Hardware
Technology
Anton Shilov

Analysts halve Nvidia Blackwell cabinet shipment forecasts for 2025 — prediction contrasts AI boom

Nvidia Blackwell Foxconn
Nvidia.

Unnamed industry analysts quoted by DigiTimes have cut their 2025 forecasts for Nvidia GB200-based NVL72 machines by over 50%, which contradicts almost all shipment projections for AI hardware this year. One important catch is that the analysts slashed sales forecasts only for machines based on Nvidia's Arm processors. Sales of x86-based machines with B200 GPUs for AI and HPC will likely thrive.

Millions of Blackwell AI GPUs to be shipped

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