
NVIDIA’s GB300 AI servers are set to enter the market with volume shipments beginning in September, following successful adjustments made in the supply chain to accommodate Team Green’s modifications.
NVIDIA’s Transition to the Bianca Board Eases Supply Chain Pressures, Paving the Way for Volume Production
The launch of NVIDIA’s “Blackwell Ultra”AI server series encountered challenges in the first half of 2025 due to significant design alterations that the supply chain struggled to implement. As a result, initial shipments were limited, primarily distributed to NVIDIA’s select partners such as Dell and Microsoft, who received the advanced NVL72 AI clusters. According to a recent DigiTimes report, NVIDIA is now gearing up for large-scale production of its GB300 AI clusters by September, which will enable a broader range of customers to access these high-performance systems.
To understand the challenges faced earlier, it’s essential to note that the initial production issues stemmed from NVIDIA’s use of the Cordelia board design in the GB300 servers, which featured modular components and the innovative SOCAMM memory architecture—an unusual approach at the time. However, with a rapidly evolving product cycle and difficulties related to SOCAMM memory, NVIDIA opted to transition to the Bianca architecture, similar to that used in the GB200 line. While this change might have been viewed skeptically, it has ultimately proven to be a strategic decision.

Currently, the supply chain has reported reduced pressure regarding the production ramp-up of the GB300 series. The adjustments necessary for the Bianca board are significantly less complex compared to those required for the GB200. Suppliers are actively engaged in testing low-volume shipments of the GB300, and expectations point toward full volume production in the coming quarters. Analysts anticipate that the final quarter of this year could mark Blackwell Ultra’s entry into the AI market, potentially transforming industry dynamics.
Interest in GB300 AI servers is already surging, notably fueled by NVIDIA’s “Sovereign AI”initiative, indicating robust demand in the market. Furthermore, NVIDIA continues to showcase its leadership in the sector, advancing its architectural innovations at an impressive pace. With the Rubin architecture expected to make its debut by late 2025 or early 2026, Team Green’s rapid product development cycle, averaging only six to eight months, sets a new standard in the industry.
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