According to Wccftech, Nvidia’s Blackwell Ultra GB300 AI servers are projected to become the company’s dominant offering for hyperscalers in 2026, with shipments expected to see a massive 129% year-over-year rise. This surge is driven by aggressive adoption from AI giants including Microsoft, Amazon, and Meta. Credible estimates suggest Nvidia could ship up to 60,000 racks of these systems in 2026 alone. The company debuted the Blackwell Ultra at its GTC keynote in Q2 2025, but volume production only ramped in Q3 and Q4, which is why the current-year focus has been on the GB200. A key factor in the improved supply is that Nvidia reportedly stuck with an older “Bianca” board design instead of a newer, more complex one, helping suppliers like Foxconn boost production yields.
The 2026 infrastructure shift
So what’s really happening here? Basically, 2025 was the year of the GB200 NVL72 rack—the system that powers the current frontier models like GPT-5.2. But 2026 is being teed up as the year of the GB300. The industry is preparing for a major hardware transition, and the numbers are staggering. Think about it: a 129% increase in shipments isn’t just growth; it’s a wholesale shift in what the backbone of AI compute looks like. Hyperscalers are placing their bets for the next generation of models, and they’re all betting on Blackwell Ultra. It’s a classic Nvidia move: establish a platform, then supercharge it before anyone else can catch up.
Why the supply chain finally keeps up
Here’s the thing that might be just as important as the chip specs: the supply chain seems ready. For years, the story has been about insatiable demand and constrained supply. Now, reports indicate manufacturers have finally adjusted. Foxconn and other suppliers getting a handle on the “Bianca” board is a huge deal. It means Nvidia can actually deliver these projected 60,000 racks without the same epic bottlenecks. In a hardware race, execution is everything. And for enterprises or developers waiting for more accessible AI infrastructure, this is a glimmer of hope. More supply might not lower costs, but it could increase availability.
The Rubin express is already in sight
And just to underscore how relentless this pace is, Nvidia is already pointing to what’s next. The report notes that Blackwell Ultra will simply set the stage for the next-gen Rubin AI racks, which promise upgrades across the entire stack—chips, networking, everything. They’re expected to be showcased at GTC in March 2026 and hit the market by the second half of the year. That timeline is insane. It means hyperscalers will be deploying Blackwell Ultra at scale while already planning their Rubin budgets. For any competitor, this creates a nearly impossible planning horizon. How do you build for a market where the flagship product changes every 12 months? This breakneck cadence is how Nvidia plans to stay on top. And honestly, it’s hard to see who can stop them.
