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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14K followers
Created: 2025-07-18 10:39:01 UTC

Digitimes today reported that $NVDA has begun limited production of its next-generation AI server  platform, the GB300 (or Blackwell Ultra), with volume shipments expected to ramp up starting  in September 2025, according to sources in the supply chain.

We noted this few weeks earlier (to our client and include it in our recent coverage on $CRWV, $DELL, and $NVDA) at @TheFuturumGroup  @FuturumEquities.

![](https://pbs.twimg.com/media/GwIkDfwXoAAqoNl.png)

XXXXXX engagements

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**Related Topics**
[nvda](/topic/nvda)
[$dell](/topic/$dell)
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[$nvda](/topic/$nvda)
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[$crwv](/topic/$crwv)
[dell](/topic/dell)

[Post Link](https://x.com/rwang07/status/1946157754713829850)