NVIDIA's new Blackwell GB200 AI servers 'component shortage' leading to short supply in Q4 2024

It looks like there is a "component shortage" for NVIDIA's new Blackwell-based GB200 AI servers, with market demand in Taiwan at the highest levels because of the AI market needing as many chips as possible.

In a new report from Taiwan Economic Daily, we're learning that NVIDIA's new GB200 AI servers are experiencing huge development issues, with the main problem stemming from leaks from the liquid cooling system inside of the next-generation multi-million-dollar AI server.

The water leakage inside of a GB200 AI server would be a disaster as you can imagine, with Taiwanese manufacturers moving into emergency mode to solve it, with new Taiwanese suppliers stepping up to help NVIDIA get its GB200 AI servers to market.

NVIDIA's new Blackwell AI GPUs were also hit with another gigantic issue: reports of 'major issues' with the Blackwell AI GPU, which would require a redesign. That was so big that NVIDIA is reportedly re-working B200 into the B200A, which won't have these issues. This problem on top of water-cooling leaks, are going to have a flow on effect (pardon the pun) which will see delays of GB200 AI server shipments.

• Read more: NVIDIA hits major roadblocks with Blackwell AI GPU: revised B200A AI GPU coming
• Read more: NVIDIA's new Blackwell AI GPUs 'encountering major issues' which requires redesign
• Read more: NVIDIA's next-gen Blackwell AI GPUs delayed, 'design flaws' are to blame

The "public version" of GB200 AI servers is the reference design from NVIDIA for its customers, and not a custom GB200 AI server. If the customer has customized needs, then the GB200 AI server would be a non-public item, which is why Foxconn is able to get GB200 AI servers out in the last quarter of this year, versus shipping in 2025 like everybody else.

• Read more: NVIDIA to make $210B revenue from Blackwell GB200 AI servers in 2025 alone
• Read more: NVIDIA places fresh new orders with TSMC for more Blackwell GB200, B100, B200 AI chips
• Read more: Foxconn is the sole supplier of NVLink switches for next-gen GB200 AI servers
• Read more: NVIDIA GB200 AI servers led by Foxconn with 40% and Quanta with 30%: ships in Q3 2024
• Read more: NVIDIA's next-gen GB200 AI server cabinets to ship in 'small quantities' in Q4 2024
• Read more: NVIDIA's new GB200 Superchip costs up to $70,000: full B200 NVL72 AI costs $3M

Foxconn is NVIDIA's largest partner for its new Blackwell-based GB200 AI server, with 40-50% of the contract. Because of this, Foxconn is able to pump out the public version of GB200 AI servers later this year, which we should hear more about in the weeks ahead.