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The B300A series, for example, is aimed primarily at OEMS.

Notably,TrendForcesaid Nvidia had originally planned to launch the B200A series to specifically cater to server OEMs.

Nvidia CEO Jensen Huang at Nvidia�s pre-Computex 2024 keynote

Companies like AWS and Meta are being urged to transition from NVL36 to NVL72.

The Blackwell platform is projected to drive this further to a share of around 65% in 2025.

Running parallel to this, HBM procurement is also anticipated to rise, TrendForce found.

This once again marks an increase of around 10% annually.

A key factor here is that all models across the B300 series will feature HBM3e 12hi.

Suppliers could be left waiting, however.

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