NVIDIA's Blackwell Ultra GB300 AI servers are witnessing 'unprecedented' demand according to the supplier Quanta, who claims that production isn't sufficient to fulfill the orders.
NVIDIA's AI Server Shipments To Peak By Q4 According to Quanta, With Demand Staying Consistent In The Upcoming Years
Team Green had recently announced the production ramp-up of GB300 AI clusters, and it seems like the market demand for them is significantly higher than expectations. Based on remarks by Quanta's EVP ( via TED ), it is disclosed that the demand for AI servers is 'unimaginable' and that NVIDIA's GB200 and GB300 are the most popular options amongst customers. More importantly, Quanta is also reporting a production bottleneck, claiming that with the 'AI hype', the demand has exceeded far beyond t