On July 29, Morgan Stanley's latest report said that servers equipped with NVIDIA's next-generation accelerated AI GPU Blackwell will cost as much as $2 million to $3 million each.
NVIDIA has previously built two sets of reference design AI servers based on the Blackwell architecture, of which the NVL36 is equipped with 36 B200 GPU accelerator cards, which is expected to cost $2 million, or about 14.5 million yuan - it was previously estimated to be $1.8 million, and now it is more expensive.
The NVL72 has doubled in size and is equipped with 72 B200 accelerator cards, and the starting price is expected to be 3 million US dollars, or about 21.8 million yuan.
In addition to NVIDIA, its partners will also sell these AI servers, such as Foxconn, Quanta, Wistron, Asus, etc.
NVIDIA expects that B200 servers will ship 6-70,000 units next year, equivalent to $120 billion to $210 billion in revenue, which is 870 billion to $1.52 trillion in RMB.
Morgan Stanley said that AWS, Dell, Google, Meta, Microsoft and others are interested in purchasing NVIDIA B200 servers, which is much larger than expected, and NVIDIA will also add about 25% of the order volume to TSMC.
