NVIDIA's next-gen GB300 AI server mass production might not happen until 2026, CSPs are worried

NVIDIA had a few hiccups with its original Blackwell-based GB200 NVL72 AI servers, with cloud service providers (CSPs) struggling to ink deals for new "Blackwell Ultra" GB300 AI servers, wanting more "mature" AI GPU solutions instead.

In a new report from Ctee and post on X by @Jukanlosreve, we're hearing that major CSPs like Microsoft and others are moving away from ordering GB300, and after the sour taste that GB200 AI servers left in their mouths, they're ordering mature HGX 8-card series products. Industry insiders analyzed that GB300 samples wouldn't be made available for customer testing until Q4 2025 at the earliest, meaning we could expect a delay for GB300 into 2026.

Microsoft has been rumored to cut its computing power at its data centers, with supply chain insiders reporting that Microsoft was one of the first companies to get their hands on NVIDIA's new GB200 NVL72 AI servers, but "due to poor yields, its customers are forced to join the testing process. Among them, the complexity of deploying the system was far beyond expectations. The installation process took about 5 to 7 working days, and instability and system crashes often occured".

Ctee's report continues, adding that at the end of 2024 there were reports that key customers were transferring orders and placing their hopes on NVIDIA's next-gen GB300. It was estimated that the annual GB200 shipment volume would only reach 15,000 containers, with the situation regarding GB300 "not optimistic either".

NVIDIA's new GB300 is expected to enter trial production in Q2 2025, with mass production expected to begin in Q3 2025, according to the current supply chain situation. However, customer test samples of GB300 won't be available until the end of this year "at the earliest" leaning towards NVIDIA not having GB300 into mass production until 2026.