When you purchase through links on our articles, Future and its syndication partners may earn a commission.

Nvidia renamed its flagship product Black well Ultra Products, in what appears to be a strategic shift by the chipmaker to promote the B300 and GB300 lines, which both leverage CoWoS-L technology.

This decision, first reported by Trend Strengthwill see the B200 Ultra series now known as the B300, while the GB200 Ultra will be known as the GB300.

Nvidia’s B300 series is expected to launch between the second and third quarter of 2025, with the B200 and GB200 series in particular expected to be released in the fourth quarter of 2024.

Nvidia’s change has broader long-term implications

Trend Strength noted that Nvidia is refining chip segmentation in its Blackwell series in an effort to meet the growing performance demands of CSPs, improve supply chain flexibility, and meet cost-effectiveness needs. performance of server OEMs.

The B300A series, for example, is aimed primarily at OEMs. Production of this series is expected to begin in the second quarter of 2025, as shipments of the H200 series start to relax.

Notably, Trend Strength said that Nvidia initially planned to release the B200A series to specifically cater to server OEMs. The chipmaker then moved to the B300A series during the design process, which the market research firm said indicated “lower-than-expected demand for downgraded GPUs.”

This change in Nvidia’s product strategy could have long-term implications, with Trend Strength suggesting that this decision “reveals a clear pivot towards AI models that promise higher incomes in 2025.”

“The company is making significant investments in improving NVL rack solutions, helping server system vendors optimize performance and liquid cooling for NVL72 systems,” TrendForce’s analysis noted.

“Companies like AWS and Meta are being asked to upgrade from NVL36 to NVL72. »

In particular, shipping trends point to an increase in Nvidia’s high-end GPU offerings in the coming year, with overall shipment share expected to reach around 50% in 2024.

According to TrendForce, this represents a whopping 20% ​​increase over the previous year – and it’s expected to continue. The Blackwell platform is expected to increase this share even further to around 65% in 2025.

Nvidia drives demand for CoWoS

In the coming year, Nvidia is expected to play a “crucial role” in driving demand for CoWoS technology, according to TrendForce.

As the Blackwell Series begins to gain popularity among enterprises, demand for CoWoS is expected to increase by approximately 10% year-over-year.

“In light of recent changes, NVIDIA will likely focus on delivering B300 and GB300 products to major North American CSPs, both leveraging CoWoS-L technology,” TrendForce said.

Meanwhile, HBM purchases are also expected to increase, TrendForce found. Current projections for the coming year suggest the chipmaker will account for more than 70% of the global HBM market.

This again represents an increase of around 10% per year. A key factor here is that all B300 series models will be equipped with the HBM3e 12hi.

With production expected to start in the fourth quarter of 2024 and the first quarter of 2025, this will boost demand, TrendForce said. Suppliers could wait, however.

This is Nvidia’s first mass production of a 12hi stack product, analysts noted. The company could therefore take at least two quarters to “refine processes and stabilize production yields”.

More from TechRadar Pro