NVIDIA's next-generation "Blackwell Ultra" GB300 AI servers are expected to arrive in mid-2025, promising significant performance improvements over current offerings. These servers are reportedly designed with a fully liquid-cooled solution to address increased power consumption.
Following the high demand for NVIDIA's Blackwell architecture, the company is gearing up for the Blackwell Ultra lineup. According to a report from Taiwan Economic Daily, supply chain manufacturers are already preparing for the GB300 servers.
While details about the Blackwell Ultra architecture remain limited, the servers are expected to have considerably higher power consumption than the current GB200 models. This has led to the adoption of a complete liquid-cooling solution, which should benefit cooling component manufacturers like Auras Tech and Asia Vital Components.
The liquid cooling system is also expected to increase the GB300's price significantly. With current GB200 NVL72 servers costing around $3 million, the top-tier GB300 configuration is likely to be even more expensive. A successful Blackwell Ultra launch could further boost NVIDIA's revenue in the rapidly growing AI market.
Previous rumors suggest that Blackwell Ultra will use a socketed design, enabling users to install and remove GPUs from the motherboard, similar to CPUs. This differs from the current Blackwell GPUs, which are soldered directly to the motherboard. This change could simplify manufacturing and benefit companies producing interconnect components and sockets.
