NVIDIA’s Blackwell GB200 AI servers are anticipated to see major traction, reaching 2 million units shipped in 2025 & utilizing new packaging tech.
NVIDIA To Overcome CoWoS Supply Chain Bottlenecks By Shifting To The Newer “PFLO” Standard, 420K Units Shipping This Year With Up To 2 Million Anticipated For 2025
The success of NVIDIA’s Hopper AI products last year not only uplifted the company’s economics to new heights but also revealed massive flaws in the supply chain. Due to these flaws, the products became victims of long order backlogs. The main culprits at that time were HBM & CoWoS supply, which was in a much inferior position to what it is today. Despite seeing massive upgrades, NVIDIA has decided to resolve CoWoS issues with its latest Blackwell product, as the firm is rumored to have switched to a newer packaging technology by 2025–2026.
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