NVIDIA's Blackwell GB200 AI Servers Set for December Rollout

NVIDIA resolves production issues, with major cloud clients like Microsoft and Meta to receive shipments next quarter.

NVIDIA's Blackwell GB200 AI servers will be ready for mass deployment by early December 2024.
Initial shipments will go to major cloud service providers, including Microsoft, Meta, Oracle, and AWS.
Production delays were due to packaging issues with TSMC's CoWoS-L technology, which have now been addressed.
Foxconn, Quanta, Wistron, and Luxshare are among the key suppliers responsible for assembling and shipping the servers.
NVIDIA expects Blackwell to become its most successful AI product, with mainstream market entry anticipated by Q1 2025.