According to supply chain reports, Nvidia's GB200 is expected to start mass production in December and deliver a large number of ODM products in the first quarter of next year. Nvidia's Blackwell has modified its 6-layer Metal layer photomask, eliminating the need for re production and delaying production time is limited. Optimistically, it is estimated that GB200 will start mass production in December and deliver a large number of ODM products in the first quarter of next year.