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It is reported that NVIDIA GB200 is expected to be mass-produced in December and will be delivered in large quantities to ODM in the first quarter of next year.
On September 10th, Jinshi Data reported that Supply Chain news stated that Nvidia Blackwell has modified the 6-layer Metal layer mask, avoiding the need for reflow and recommissioning, and the production delay is limited. It is optimistically estimated that GB200 will be mass-produced in December, and a large number will be delivered to ODMs in the first quarter of next year.