Guangda wins a large order for NVIDIA GB200 servers: single cabinet price exceeds 10 million yuan

Nvidia recently released its most powerful artificial intelligence (AI) chip GB200, and the industry said that Guangda has won a series of contract orders for GB200 servers from Google, Amazon AWS, and Meta, the three major cloud service providers (CSPs). Among them, Google’s orders entered testing as early as July to August and were ready for mass production in September. It is reported that the average selling price of each cabinet system for GB200 servers is as high as 2 million to 3 million US dollars (approximately 14.45 million to 21.68 million RMB), and this large order will make a significant contribution to the company’s performance in the second half of the year. Guangda has never commented on the order dynamics of a single customer. It is understood that Guangda has also won orders for Microsoft B200 servers, including the four major cloud service providers in the United States. It is widely expected that with the easing of supply chain raw material shortages, AI server shipments will turn to growth as early as May to June, and the second half of the year is expected to enter an explosive period. This year, the proportion of AI servers in the overall revenue can reach double digits. The legal entity estimates that Guangda’s overall server revenue is expected to increase by 60% this year. Nvidia’s latest B200 GPU adopts a new Blackwell architecture, which significantly increases performance compared to the previous generation H100 and H200, and can consume 1000-1200W of power. The GB200 integrates two B200s with one Grace CPU for more powerful performance. The DGX GB200 server system launched by Nvidia includes 36 Nvidia GB200 superchips, resulting in a total of 36 Grace CPUs, 72 Blackwell B200 GPUs, 13.3TB of HBM3e graphics memory, 30.2TB of high-speed memory, and an FP4 computing power of 1440 PFLOPS, which can improve performance up to 30 times compared to the previous H100 system.