SupermicroComputer secures a significant GB200 server cabinet order from NVIDIA, boosts its presence in the AI supply chain, with details on its market impact and future plans.
A HSBC analyst believes that the price of a single NVIDIA GB200 super chip could reach as high as $70,000, while servers equipped with the Blackwell GPU could be priced at $3 million. NVIDIA's entry-level B100 GPU and more powerful GB200 are also discussed in the report.