The move by Nvidia marks a strategic shift aimed at promoting CoWoS technology, analysts suggest
Nvidia has rebranded its flagship Blackwell Ultra products, in what appears to be a strategic shift at the chipmaker aimed at promoting the B300 and GB300 lines, both of which leverage CoWoS-L technology.
The move, first reported by TrendForce, will see the B200 Ultra series now be known as the B300, while the GB200 Ultra is known as the GB300.
The B300 series from Nvidia is expected to launch any time between the second and third quarters of 2025, with the B200 and GB200 series in particular set to begin shipping in the fourth quarter of 2024.
Nvidia’s shift has broader long-term implications
TrendForce noted Nvidia is in the process of refining chip segmentation across its Blackwell series in a bid to meet growing performance demands from CSPs, improve supply chain flexibility, and meet cost-performance needs among server OEMs.
The B300A series, for example, is aimed primarily at OEMS. Production of this series is expected to begin during the second quarter of 2025 as shipments of the H200 series begin winding down.
Notably, TrendForce said Nvidia had originally planned to launch the B200A series to specifically cater to server OEMs. The chipmaker later shifted to the B300A series during the design process, however, which the market research firm suggested indicated a “weaker demand for downgraded GPUs than anticipated”.
This shift in product strategy from Nvidia could have long-term implications, with TrendForce suggesting the move “reveals a clear pivot toward AI models that promise greater revenue in 2025”.
https://www.techradar.com/pro/nvidia-has-renamed-its-blackwell-ultra-product-series-heres-why
