The latest business madness is the expectation of sales of 40,000 units of DGX GB200 servers by NVIDIAWill they comply?
They are not manufactured until the second half of 2024 and those in green are already guessing what profitability they are looking to get. This is the AI craze that everyone is talking about on social media, so the number NVIDIA is aiming for is crazy. Keep in mind that just an NVIDIA H100 costs around $30,000, imagine what this “bestiality” can cost.
NVIDIA seeks to sell 40,000 DGX GB200 in 2025 “easily”
We recently said that NVIDIA was not calm about the competition that was emerging in the AI world. Well, the systems announced Blackwell GB200 NVL72 and NVL36…the numbers that NVIDIA intends to achieve have already been released.
At the outset, let me tell you that each NVIDIA AI server cabinet cost approximately $3 million, and the fact is that the DGX NVL72 is the most powerful AI server with 72 B200 GPUs and 36 Grace CPUs Integrated with 9 switches.
Tested, integrated and sold by NVIDIA, that’s how they advertise it. Analysts already say that They expect to sell around 10,000 IA DGX B200 in 2025 only from the NVL72, which is the most powerful variant.
Indeed, the NVL36 comes with 36 B200 GPUs and 16 Grace CPUs with 9 other switches. Let’s say NVIDIA focuses the NVL72 for design of 1U per server and NVL36 in a design 2U per server so that operators have freedom for cooling. Within the data center sector, water and air cooling has been talked about for a long time, it is nothing new.
And the supply problems? NVIDIA will have Foxconn and Quanta for the most part, and these companies are going to make gold. However, neither the plan nor how they are going to improve the supply compared to what happened with the H100 is mentioned.
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