$NVDA Nvidia's Blackwell Could Be 'Most Successful Product' in the history of the company and the industry.
The Apple iPhone is currently one of the highest revenue-generating products in the computer industry, with total annual sales close to $200 billion.
However, Nvidia's Blackwell could potentially overtake the iPhone, with projected revenues exceeding $200 billion per year, according to the article below.
Nvidia has introduced two 'reference' AI server cabinets based on its Blackwell architecture: the NVL36, equipped with 36 B200 GPUs, which is expected to cost from $2 million ($1.8 million, according to previous reports), and the NVL72, with 72 GB200, which is projected to start at $3 million.
Based on the UDN report citing Morgan Stanley, Nvidia anticipates shipping between 60,000 and 70,000 B200 server cabinets, each priced between $2 million and $3 million next year. It translates to an estimated annual revenue of max $210 billion from these machines.
But Nvidia also sells other Blackwell chips like B100, B200, etc. The total sales of Blackwell could rival or surpass iPhone to become the most successful product in the industry.