Nvidia may have to postpone the volume ramp of next-generation AI servers based on the B200 and GB200 platforms due to overheating, power consumption, and the necessity to optimize interconnections, according to a TrendForce report. The market research firm believes that mass production and peak shipments of Blackwell machines will occur sometime in mid-2025, which means a nearly half-year delay. Nvidia has yet to confirm or deny the claims.
As expected, Nvidia and its partners can ship only limited quantities of Blackwell-based servers in 2024, as the company will have to use its low-yielding B200 for them. However, Dell is already shipping Blackwell server racks. However, although refined versions of Nvidia's B200 processors entered mass production in October and, therefore, will get to the company's hands in January, TrendForce does not expect the ramp of Blackwell-based servers to skyrocket immediately. According to the firm, due to overheating, power consumption, and requirements for higher-speed interconnects, mass production and peak shipments of B200 and GB200 will occur only between the second and the third quarter of 2025.
