NVIDIA is reportedly halting development of its dual-rack 72-way GB200-based NVL36x2 AI server, shifting focus into the single-rack NVL36 and NVL72 AI servers, according to analyst Ming-Chi Kuo..

In a new post on Medium, Ming-Chi Kuo deep dives into why NVIDIA is nixing its NVL36x2 AI server, with the single-rack GB200 NVL36 will "maintain its original development and shipment plans". NVIDIA originally plans to have 3 different GB200 projects: NVL36, NVL72, and NVL36x2 under simultaneous development.

However, due to "uncertainties in NVL36 development, simultaneous development of two 72 GPU versions (NVL72 and NVL36x2) is even more challenging" writes Kuo. The analyst breaks it down on his Medium post, but I've included some of the highlights below.