NVIDIA is gearing up for a major leap in its AI server offerings, with the Blackwell Ultra GB300 AI servers expected to dominate the hyperscaler market next year. This shift is anticipated to result in a significant surge in shipments as companies like Microsoft, Amazon, and Meta prepare to adopt these advanced systems.
Design Changes Boost Production
This year saw the introduction of Blackwell Ultra at the GTC keynote in Q2 2025. Despite a mid-year ramp-up in production, the GB200 server configurations were the focus for hyperscalers. However, 2026 is set to be Blackwell Ultra’s time to shine, with reports suggesting a remarkable 129% year-on-year increase in GB300 shipments. The adoption of these servers by AI giants is a key driver behind this growth.
Estimates indicate that Blackwell Ultra could see up to 60,000 racks shipped in 2026. Thanks to manufacturing partners like Foxconn, NVIDIA has successfully navigated supply chain challenges to improve production yield rates. The company’s decision to retain the older Bianca board configuration over the newer Cordelia design has been instrumental in this improvement.
Next-Generation Innovations Await
Blackwell Ultra will continue to build on its predecessor’s foundation, introducing significant changes through the B300 AI chips’ architectural advancements. These innovations promise to enhance performance standards, paving the way for models like GPT-5.2 introduced with the GB200 NVL72.
Looking ahead, Blackwell Ultra sets the stage for the Rubin AI racks, which are expected to offer significant upgrades across AI chips, networking, and rack configurations. The Rubin lineup is anticipated to hit the markets by the second half of 2026, with an official unveiling slated for the GTC event in March.