The upstream chip end of Nvidia AI GPU H200 has entered the mass production phase since late Q2, and it is expected to deliver a large number of products after Q3. However, the schedule of the Nvidia Blackwell platform has been advanced by at least one to two quarters, affecting the willingness of end customers to purchase H200. The supply chain pointed out that most of the pending customer orders for delivery are still concentrated on HGX architecture H100, with limited proportion of H200. The H200 for volume production and delivery in Q3 will mainly be Nvidia DGX H200; as for B100, there is already some visibility, and it is expected to be shipped in the first half of next year. (Taiwan Business Times)
报道：英伟达H200订单Q3开始交付，预计B100明年上半年出货
Report: Nvidia H200 orders will start shipping in Q3, and B100 is expected to be shipped in the first half of next year.
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