NVIDIA is making strategic changes to its Blackwell Ultra GPU production. The company switched from the Cordelia compute board to the Bianca compute board for its GB300 GPUs after experiencing signal performance issues. KeyBanc, an investment bank, highlighted the technical reasoning behind this move.
The new Bianca board offers a more fixed structure compared to the previous Cordelia board. This change helps NVIDIA maintain its fourth-quarter 2025 launch schedule for the GB300 series. The company plans to ship approximately 30,000 GB NVL rack units throughout the year, with only 30 percent expected in the first half of 2025.
The GPU manufacturer faces additional challenges, including potential export charges up to $5.5 billion due to new licensing requirements for China-specific H20 GPUs. Complicating matters further, Huawei has introduced the Ascend 910C AI chip, which demonstrates performance comparable to NVIDIA's H100 GPUs by combining two smaller 910B chips.
Despite these obstacles, NVIDIA continues to adapt its production strategy. The switch to the Bianca compute board represents a proactive approach to maintaining product performance and meeting market demands. Investors and technology enthusiasts are closely watching how these developments will impact the company's future GPU offerings.
The new Bianca board offers a more fixed structure compared to the previous Cordelia board. This change helps NVIDIA maintain its fourth-quarter 2025 launch schedule for the GB300 series. The company plans to ship approximately 30,000 GB NVL rack units throughout the year, with only 30 percent expected in the first half of 2025.
The GPU manufacturer faces additional challenges, including potential export charges up to $5.5 billion due to new licensing requirements for China-specific H20 GPUs. Complicating matters further, Huawei has introduced the Ascend 910C AI chip, which demonstrates performance comparable to NVIDIA's H100 GPUs by combining two smaller 910B chips.
Despite these obstacles, NVIDIA continues to adapt its production strategy. The switch to the Bianca compute board represents a proactive approach to maintaining product performance and meeting market demands. Investors and technology enthusiasts are closely watching how these developments will impact the company's future GPU offerings.
