NVIDIA continues to gain momentum in the AI market. According to American brokers, shipments of Blackwell GB300-based systems will increase by 300% in the third quarter.
These solutions have become the company's key project: Blackwell chips were delivered to customers in 2025 and quickly became the foundation of data center revenue. Already in the second quarter, half of the segment's revenue came from them.
GB300 is one of the most powerful solutions in the field of artificial intelligence. One system has 72 Blackwell GPUs and 36 Arm processors, making it the most advanced product of its kind in the world. Next year, it is planned to ship up to 60,000 such systems, which reflects the rapid growth in demand for AI infrastructure.
The Blackwell architecture itself showed the fastest sales start in NVIDIA's history. In the fourth quarter of last year, revenue from new chips reached $11 billion. Currently, these products are supplied not only to companies involved in AI training, but also to the gaming and professional visualization segments, which expands the customer base.
Reports also indicate that Microsoft will purchase approximately 1500 GB200 kits in the fourth quarter, with Foxconn being the main system manufacturer. Analysts believe that the Taiwanese company will be one of the main beneficiaries of the growing demand for NVIDIA equipment.
