NVIDIA: Blackwell Shipments from Q3 2026 and New Growth Fields Beyond GPU Division

On June 29, 2026, Bit Origin announced the procurement of NVIDIA Blackwell B300 AI infrastructure. A total of 16 servers are expected to be delivered in the third quarter of 2026 and will be deployed in Malaysia for customer projects, generating approximately $36,000 monthly before operating costs.

NVIDIA's Blackwell architecture represents the latest generation of AI accelerators and is expected to deliver performance improvements over the previous generation. For Bit Origin, the order marks an entry into the operation of high-performance computing infrastructure in Southeast Asia.

NVIDIA Expands Business Beyond GPU Division

While NVIDIA has primarily realized growth through the sale of GPU clusters to hyperscaler operators, the company is increasingly investing in adjacent areas of the AI value chain. According to a report from The Motley Fool on June 28, 2026, NVIDIA is focusing on AI network infrastructure – a business field that analysts rate as a potentially trillion-dollar opportunity.

The chip manufacturer is thereby positioning itself more broadly in the AI ecosystem. Beyond providing computing power through GPUs (graphics processing units – specialized processors for parallel data processing), NVIDIA is tapping into components for data transmission, network architecture, and orchestration of distributed AI systems. This diversification could help the company secure its market position long-term.

Extreme Weather Burdens Data Centers

Parallel to growth ambitions, external risks to AI infrastructure are emerging. According to a CNBC report from June 29, 2026, extreme weather is becoming the leading cause of damage to the US portfolio of insurer Zurich for data centers under construction. Heat waves and severe storms place additional strain on AI data centers, which already generate considerable heat.

The issue is gaining importance for operators: cooling costs are rising, and geographic location selection must now factor in weather risks alongside power availability. For NVIDIA and its customers, this means higher infrastructure costs and possible availability constraints.

Micron Outpaces NVIDIA in Profit Growth

While NVIDIA continues to be regarded as the leading company in the AI chip industry, other semiconductor firms are showing partly more dynamic growth figures. Micron Technologies reported, according to Zacks Investment Research on June 24, 2026, profit growth of 1215% year-over-year for the third fiscal quarter – a growth rate that NVIDIA itself has not achieved even in peak times.

Micron benefits from the boom in high-performance memory for AI applications, particularly HBM (high bandwidth memory – extremely fast working memory directly connected to AI chips). The numbers illustrate that the AI value chain offers profitable segments beyond processors, and that investors can find growth opportunities in upstream and downstream areas as well.

NVIDIA Heavily Weighted in Broad Technology ETFs

An analysis by 24/7 Wall St. from June 23, 2026 indicates that investors through broadly diversified technology ETFs such as the Technology Select Sector SPDR Fund (XLK) are investing multiple times in the same mega-cap stocks – including NVIDIA, Apple, and Microsoft. The ETF charges a fee so low it amounts to little more than a rounding difference, but concentrates substantial capital shares in a few heavyweights.

For retail investors, this means: those holding multiple technology ETFs or index funds may be exposed to individual companies more heavily than intended. A review of actual portfolio weightings can uncover concentration risks.