Nvidia Corp's (NASDAQ:NVDA) is tightening its grip on global AI infrastructure as its GB300 platform emerges as the backbone of next-generation data centers worldwide.

Nvidia GB300 Platform To Accelerate In 2026

It's GB300 platform is set to dominate the AI server market in 2026, making up an estimated 70% to 80% of global AI server rack shipments, while its next-generation Vera Rubin 200 platform is expected to see broader adoption after the third quarter, according to TrendForce.

According to TrendForce analyst Frank Kung, servers built around GB300 chips entered mass production last quarter and are becoming the core models for Taiwanese server makers in 2026.

This year is expected to be a turning point for AI servers, with a significant increase in shipments of GPU-based rack systems, including Nvidia’s GB300 and Vera Rubin 200 platforms, as well as Advanced Micro Devices Inc.’s (NASDAQ:AMD) MI400.

This growth is expected to coincide with a rise in the use of custom ASIC-based AI infrastructure by cloud providers such as Alphabet Inc.’s (NASDAQ:GOOGL) Google, Amazon.com Inc.’s (NASDAQ:AMZN) Amazon Web Services, and Meta Platforms Inc. (NASDAQ:META), as reported by the Taipei Times on Tuesday.

Analysts noted that while GB300 represents incremental upgrades within Nvidia's Blackwell lineup, the Vera Rubin 200 platform offers a significant increase in power consumption.

TrendForce analyst Fiona Chiu said higher power density and continued AI data center expansion are driving stronger demand for liquid cooling solutions.

Hyperscale And Sovereign AI Builds Center On GB300

Large-scale deployments are already reinforcing GB300's central role.

In October, Nscale deepened its partnership with Microsoft Corp (NASDAQ; MSFT) to roll out a massive AI infrastructure build centered on Nvidia's GB300 GPUs, planning to deploy about 200,000 units across the U.S. and Europe.

In Texas, Nscale plans to install roughly 104,000 GB300 GPUs at a 240MW AI campus, with services for Microsoft starting in the third quarter of 2026 and long-term expansion targeted at 1.2GW.

Microsoft also holds an option for a second phase of about 700MW beginning in late 2027.

Nscale will also deploy GB300 systems in Europe, including around 12,600 GPUs in Portugal starting in early 2026, about 23,000 GPUs at its U.K. campus from 2027, and roughly 52,000 GPUs in Norway.

Nvidia is strengthening its lead in AI infrastructure as new partnerships center on large-scale deployments of its GB300 platform.

HUMAIN, backed by Saudi Arabia's Public Investment Fund, expanded its alliance with Nvidia to build sovereign AI infrastructure in Saudi Arabia and the U.S., with plans to roll out as many as 600,000 Nvidia AI systems over the next three years, including GB300 platforms.

NVDA Price Action: Nvidia shares were down 2.45% at $181.66 during premarket trading on Tuesday, according to Benzinga Pro data.

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