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Tom’s Hardware

Technology

Anton Shilov

Nvidia and partners could charge up to $3 million per Blackwell server cabinet — analysts project over $200 billion in revenue for Nvidia

Nvidia Blackwell Morgan Stanley Microsoft TSMC

Blackwell.

According to a report from Morgan Stanley cited by United Daily News, Nvidia and its partners will charge roughly $2 million to $3 million per AI server cabinet equipped with Nvidia's upcoming Blackwell GPUs. The industry will need tens of thousands of AI servers in 2025, and their aggregate cost will exceed $200 billion.

So far, Nvidia has introduced two 'reference' AI server cabinets based on its Blackwell architecture: the NVL36, equipped with 36 B200 GPUs, which is expected to cost from $2 million ($1.8 million, according to previous reports), and the NVL72, with 72 B200 GPUs, which is projected to start at $3 million.

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