Morgan Stanley: Only the GB200 AI server business generates $210 billion in annual revenue for NVIDIA
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Morgan Stanley's latest analysis report estimates that NVIDIA's Blackwell "GB200" AI server orders will bring in annual revenue of $210 billion. The performance of the GB200 chip has increased by 30 times, while costs and energy consumption have decreased to one twenty-fifth. Currently, the demand for GB200 AI server orders exceeds supply, and it is expected to continue beyond 2025. Based on the calculation of $2-3 million per server, the revenue from Blackwell servers alone could bring NVIDIA annual revenue of $210 billion
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