➀ Comino has revealed liquid-cooled workstations and servers with Nvidia RTX 5090 graphics cards, indicating that the Blackwell flagship GPU might be close. ➁ Comino is offering priority access to potential buyers, with pre-orders available. ➃ The servers are designed for high performance and can operate in harsh environments up to 40°C.

➀ Morgan Stanley reports that NVIDIA's 2U air-cooled MGX GB200 NVL2 server continues to face 'thermal issues'; ➁ The server features 2x Grace CPUs and 2x Blackwell B200 AI GPUs on the same PCB board; ➂ The company may opt for a 4U form factor due to thermal constraints.

➀ NVIDIA's next-gen Blackwell Ultra 'B300' AI GPUs are rumored to use a socketed design on GB300 AI servers; ➁ This design change is expected to simplify maintenance and upgrades; ➂ The B300 series is set to become the mainstream product for NVIDIA in the second half of 2025.

➀ NVIDIA's new GB200 AI servers are facing component shortages. ➁ The servers are experiencing issues with liquid cooling system leaks. ➂ The public version of GB200 AI servers is a reference design, with custom needs leading to non-public items.

1. NVIDIA introduces the GB200 AI superchip, dubbed the 'most powerful AI chip on earth'; 2. Taiwan's Foxconn and Quanta Computer secure major assembly contracts for GB200 AI servers, with Foxconn at 40% and Quanta at 30%; 3. Shipments for the GB200 AI servers are expected to begin in Q3 2024, with mass production of NVIDIA's DGX GB200 starting in the second half of the year, aiming for around 40,000 units in 2025.