Nvidia Ramps Up AI Chip Production Amid Surging Demand
NVIDIA plans to ship 420,000 Blackwell GB200 AI chips this year and aims for 2 million units by 2025, utilizing new panel-level fan-out (PFLO) packaging to overcome previous supply chain issues with CoWoS. The new packaging is expected to enhance performance and scalability, with major suppliers like Powertech and Innolux in the race for orders. The high demand and significant costs of these AI chips and servers are set to substantially boost NVIDIA's revenue.