Taiwan Economic Daily said that NVIDIA’s latest super AI server DGX GB200 will begin mass production in the second half of this year, and the output is expected to reach up to 40,000 units in 2025.
NVIDIA DGX GB200 AI server will be put into production
Liao Xianyi, director of the foreign investment group of Fubon Investment Consulting, said that DGX GB200 system cabinets are divided into three categories, namely DGX NVL72, NVL32, and HGX B200. Among them, DGX NVL72 is the AI system with the highest unit price and the most powerful computing power in the series, with 72 built-in chips. B200 GPU and 36 Grace CPUs are equipped with 9 switches. The overall design is led by NVIDIA and cannot be modified, but ODM manufacturers can design their own I/O and Ethernet connection systems.
It is said that Hon Hai and Quanta are the largest suppliers of NVL72 and NVL36 cabinets respectively. The unit price of each cabinet of NVL72 can reach 3 million U.S. dollars. It is expected to contribute NT$132 million to Hon Hai’s revenue in 2025, doubling compared with this year, and will occupy Hon Hai’s 2025 revenue. This year’s order value is estimated to be NT$609 billion, accounting for less than 10% of revenue.