Rumor
Nvidia shifts AI infrastructure focus to Blackwell GB200 as H100 orders decline
Wednesday, March 11, 2026 at 04:50 AM
Analyst Ming-Chi Kuo reports that Nvidia is shifting its AI server focus towards the GB200 and Blackwell architecture, leading to a reduction in orders for the H100 and older components. This transition marks a strategic pivot in AI infrastructure procurement as major cloud providers prioritize next-generation hardware density.
Context
As the AI hardware market evolves, Nvidia is shifting its primary infrastructure focus from the Hopper architecture to the next-generation Blackwell GB200 superchip. This transition comes as demand for the older H100 and H200 units begins to soften in favor of more efficient, higher-performance systems. The GB200 NVL72 rack-scale solution is a centerpiece of this shift, offering up to a 30x performance increase for large language model inference and a 25x reduction in energy consumption compared to its predecessor.
Key manufacturing partners including ASUS, Supermicro, and Foxconn are currently ramping up production to meet a scheduled shipment window starting in March 2025. Early availability has already been signaled by cloud providers like CoreWeave, which recently launched the first GB200-based instances. For investors, this cycle represents a significant increase in average selling prices, as a single GB200 NVL72 rack is estimated to cost approximately $3 million, nearly doubling the revenue potential per unit compared to previous generations.
Sources (8)
NVIDIA Corporation - NVIDIA Blackwell Platform Arrives to Power a New Era of Computing
NVIDIA Blackwell Platform Arrives to Power a New Era of Computing | NVIDIA NewsroomASUS AI POD With NVIDIA GB200 NVL72 Platform Ready to Ramp-Up Production for Scheduled Shipment in March | ASUS Pressroom - Official Global News & Updates
Super Micro Computer, Inc. - Supermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200
NVIDIA Blackwell Now Generally Available in the Cloud | NVIDIA BlogNvidia and ASIC dual engines accelerate CSP data center deploymentsNvidia Draws GPU System Roadmap Out To 2028 - The Next PlatformNvidia Suppliers Send Mixed Signals for Delays on GB200 Systems – What It Means for NVDA Stock
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