Nvidia May Delay Blackwell Server Volume Ramp-Up: TrendForce

Nvidia may have to postpone the mass production ramp-up of its next-generation AI servers based on the Blackwell B200 and GB200 platforms, according to a new report from TrendForce. The delay is reportedly due to challenges with overheating, power consumption, and the need for optimized interconnections. Mass Production Delayed Until Mid-2025 TrendForce suggests that mass production and peak shipments of Blackwell-based machines will likely occur in mid-2025, representing a delay of nearly half a year. While some limited quantities of these servers are expected to ship in 2024, the bulk of production is being pushed back. This is mainly due to initial low yields of the B200 GPUs. Overheating and Power Consumption Challenges The primary issues are related to the B200 GPUs overheating and excessive power consumption in high-density server racks. A 72-GPU NVL72 rack, initially reported to consume 120kW, now reportedly requires 140 kW, which exceeds the power capacity of many typical data c…