--- title: "TrendForce: By 2026, Blackwell will account for over 70% of NVIDIA's high-end GPU shipments" type: "News" locale: "en" url: "https://longbridge.com/en/news/282009269.md" description: "According to the latest survey by TrendForce, it is expected that by 2026, the shipment structure of NVIDIA's high-end AI chips will change. The market share of the Blackwell series will rise from 61% to 71%, while the shares of the Hopper and Rubin series will decline. Although the shipment volume of high-end GPUs will grow significantly, the year-on-year growth rate has been slightly revised down from 26.8% to 26%. The shipment share of the Rubin series is expected to decrease from 29% to 22%, while the Hopper series will drop from 10% to 7%" datetime: "2026-04-08T09:11:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282009269.md) - [en](https://longbridge.com/en/news/282009269.md) - [zh-HK](https://longbridge.com/zh-HK/news/282009269.md) --- # TrendForce: By 2026, Blackwell will account for over 70% of NVIDIA's high-end GPU shipments According to the latest AI Server industry survey by TrendForce, the shipment structure of NVIDIA's (NVIDIA) high-end AI chips will change by 2026. Influenced by changes in the international situation and the need for time to adjust the supply chain, it is estimated that the proportion of Hopper and Rubin series in its overall high-end GPU shipments will decline, while the proportion of the Blackwell series will significantly increase from 61% to 71%, further solidifying its dominant market position. ![Image](https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/99dfdf649c028b69959346ed08260196.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) TrendForce stated that due to strong AI demand and NVIDIA's active promotion of integrated GB/VR cabinet solutions with high chip usage, it is estimated that NVIDIA's high-end GPU shipments will grow significantly by 2026. However, the annual growth rate will be slightly revised down from the originally estimated 26.8% to nearly 26%. The adjustment in the annual growth rate is mainly due to the Rubin series facing shipment schedule delays. In addition to the lengthy certification process for the core component HBM4, challenges such as upgrading network transmission from CX8 to CX9, power management after significant power consumption increases, and overall performance tuning brought by higher specification liquid cooling solutions need to be overcome. Accordingly, TrendForce estimates that the shipment proportion of the Rubin series in NVIDIA's high-end GPUs will also decline from the original 29% to 22%. Furthermore, due to the impact of the international situation, the actual shipment timing of the H200 is yet to be determined, and it is estimated that the shipment proportion of the Hopper series will be revised down from the original 10% to 7%. In contrast, the already mature Blackwell solution's shipment proportion is expected to exceed 70%, primarily driven by the GB300/B300 series. Although the shipment volume of the GB200/B200 series is relatively small, it has the opportunity to support supply until the second half of 2026 due to the continuation of existing orders from 2025 and the demand from lower-cost customer segments. It is worth mentioning that NVIDIA is not only strengthening its position in the high-end AI training market but is also actively expanding into AI inference applications. The demand for its new LPU solutions is expected to reach hundreds of thousands by 2026, with a target of doubling by 2027. Additionally, to cater to the mid-to-low-end and edge AI application markets, NVIDIA is simultaneously promoting series solutions such as RTX PRO 4500/6000, which is expected to drive the proportion of mid-to-low-end products in its overall shipments to over 32% by 2026. Amid product generation transitions and complex international circumstances, NVIDIA is reinforcing its absolute advantage in the AI computing power market through diversified product configurations and new application developments ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) ## Related News & Research - [Prediction: This artificial intelligence (AI) chip stock will become the next Nvidia by 2030](https://longbridge.com/en/news/284522632.md) - [Nvidia (NVDA) Launches New AI Model to Lower Costs as Enterprise Demand Grows](https://longbridge.com/en/news/284523259.md) - [NVIDIA Stock Outlook: Is Wall Street Bullish or Bearish?](https://longbridge.com/en/news/284401177.md) - [Nvidia-Linked AI Project Seeks $4.54 Billion In Junk Debt](https://longbridge.com/en/news/284258377.md) - [08:00 ETNota AI Wins Grand Prize at NVIDIA Nemotron Hackathon, Proving MoE Quantization Prowess with Synthetic Data Technology](https://longbridge.com/en/news/283996925.md)