集邦咨询：预估Blackwell将占2025年英伟达(NVDA.US)高阶GPU出货逾80%

智通财经2025-07-24

智通财经APP获悉，根据TrendForce集邦咨询最新调查，近期整体Server市场转趋平稳，ODM均聚焦AI Server发展，从第二季开始，已针对英伟达(NVDA.US)GB200 Rack、HGX B200等Blackwell新平台产品逐步放量，更新一代的B300、GB300系列则进入送样验证阶段。因此，集邦咨询预估，今年Blackwell GPU将占NVIDIA高阶GPU出货比例80%...

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