The shifts in the AI computing landscape with the US-backed Stargate project and sovereign AI on the horizon could make demand for NVIDIA GB200 AI servers unprecedented, Arquivet predicted.
A new phase of the AI race is here — and at the center of it all sits NVIDIA. A new report from JPMorgan which references Foxconn insights regarding its suppliers indicates that demand for NVIDIA GB200 AI servers might spike to an astonishing 70,000 units, virtually all of which would be driven by the Stargate project and the surging sovereign AI sector.
Sovereign AI Fueling NVIDIA’s Growth
Sovereign AI projects — big state-backed AI investments — will become a trillion-dollar industry, Foxconn predicts. The US-backed Stargate, Human AI and so on… these glorious ventures are not just “experiments,” but a sign of big–bigger–bigger governments financial and logistical involvement in creating military-driven economies. This means unprecedented opportunities for NVIDIA GB200 AI servers as more countries are working towards AI independence
The Stargate project alone could require 70K GB200 Servers
Perhaps most eye-catching detail within JPMs report is regarding the Stargate mega-facility which has backing from the US and is backed by a collection of firms. Just this project is estimated to need the equivalent of 70,000 NVIDIA GB200 AI servers, enough to fill NVIDIA’s production schedule for years. Standing out as one of the most expansive AI data center projects ever anticipated, Stargate has plotted a capacity of 10GW.
Also Picking up Steam: GB300 ‘Blackwell Ultra’ Servers
Foxconn mentions the demand for NVIDIA’s GB200 AI servers, but also states that NVIDIA’s next-gen GB300 “Blackwell Ultra” are also ramping production right now. According to JPMorgan, Foxconn’s revenue from AI will hit a 63% increase annually in 2024, buoyed by around 50,000-60,000 units in rack-scale demand each year.
Where NVIDIA Fits into the AI Craze
NVIDIA GB200 AI Servers are a new class of AI computing designed to fuel the most powerful AI applications, and the simultaneous explosion of enterprise demand for the servers has underlined NVIDIA’s unrivaled leadership in AI. NVIDIA rack-scale solutions provide deployments for AI models, simulations, and next-gen data workloads that all Big Tech firms and governments and any sovereign AI project you may imagine all lean on. And with demand growing much more rapidly than energy generation, the issue begs the question as we close in on the energy needed to have such computing power?
Regardless, the momentum is clear. NVIDIA GB200 AI server hardware is the stuff on which global sovereign AI ambitions are built.
FAQ
Stargate: A US-based mega-facility for AI computation It might require 70,000 NVIDIA GB200 AI servers, guaranteeing NVIDIA rule over the planet AI.
Sovereign AI is investment in AI backed by the government. With the right projects, we can build a trillion-dollar industry based on NVIDIA GB200 AI servers for infrastructure.
Demand also leans towards the GB300 “Blackwell Ultra” racks, although JPMorgan believes GB200 will continue to be necessary for larger-scale use cases for sovereign AI such as Stargate.
