NVIDIA’s Blackwell Ultra GB300 AI servers are expected to be the company’s dominant offering for hyperscalers next year, and as a result, shipments are projected to rise significantly. NVIDIA’s GB300 AI Servers Have Seen Significantly Improved Production Yield Rates, Following Design Changes NVIDIA has been operating under an annual product cadence, and this year, we saw the debut of Blackwell Ultra in Q2 2025 at the GTC keynote. However, volume ramp-up took place in the middle of Q3 and Q4, which meant that this year, hyperscalers were aggressively adopting the Blackwell GB200 server configurations. However, moving into 2026, it is […]
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