What exactly is the “magical AI chip “GB200,” which is expected to sell up to 2,500,000 units by '25?

$NVIDIA(NVDA.US)$The “GB200” superchip has attracted a great deal of attention in the market since it was announced. The company's stock price also temporarily rose close to 10% after this week's financial results report, breaking through the 1000 dollar mark.

$JPMorgan(JPM.US)$According to the AI supply chain industry research report announced recently, it is predicted that an estimated 420,000 GB200s will be shipped to the downstream market in the latter half of this year based on CoWoS's advanced packaging production capacity, and the supply volume will be about 1.5 million to 2 million units in 2025. In other words, NVIDIA is expected to ship 2,500,000 GB200 AI chips by 2025.

$NVIDIA(NVDA.US)$Mr. Jen-Hsun Huang, the CEO of, also commented yesterday that he anticipates that Blackwell will bring a lot of revenue to the company this year alone. He says that currently around 15,000 to 20,000 cross-sector generative AI startups have become NVIDIA customers and are waiting to be able to use NVIDIA equipment to train their models.