NVIDIA's next-gen GB300 AI servers now in production, will begin shipping in September

NVIDIA's next-gen GB300 AI servers have entered production, with the new GB300 "Blackwell Ultra" AI servers to begin shipping in September... on time, and ready to rock and roll.

In a new report from DigiTimes picked up by insider @Jukanrosleve on X, we're hearing that NVIDIA's new GB300 "Blackwell Ultra" AI servers have entered production according to supply chain sources. Industry sources add that they expect a smooth production trajectory into the second half of 2025, which is said to be from a strategic shift that's making it easier for AI server manufacturers.

NVIDIA decided to reuse the motherboard design from its current GB200 platform -- known as the Bianca board -- for its new GB300 platform. This move has significantly shortened the learning curve for suppliers, many of which were struggling to keep up with NVIDIA's incredibly fast product update cycle in the past. One ODM representative noted: "there are no major issues with the GB300 at this stage. Shipments should proceed smoothly in the second half".

One particular industry executive said: "NVIDIA's upgrade pace in AI servers is like a military blitz. Competitors can't even see their taillights, but the supply chain is feeling the strain".

In breakneck speed, NVIDIA has shifted from Hopper to the current Blackwell architecture, and soon the Blackwell Ultra architecture, and in 2026 we'll see the introduction of the next-generation Rubin architecture that will also adopt next-gen HBM4 memory. Each generation has its own tweaks and changes, which has been forcing AI server manufacturers struggling to keep up.

GB200 dramatically compressed the server layout, which saw multiple delays getting into mass production, but with GB300 reusing the existing infrastructure, suppliers won't need to experience the same headaches.

ODMs are now actively testing NVIDIA's new GB300 "Blackwell Ultra" and early production results are "promising". The transition is expected to be seamless, with steady shipments projected through Q3 2025, and volume production in Q4 2025. Compute board supplier Wistron has confirmed that revenue this quarter won't grow sequentially due to the generational overlap, which DigiTimes reports is an indirect confirmation that GB300 production is underway.