Report: Next year, the shipment volume of NVIDIA GB300 is expected to reach 55,000 units, with the Vera Rubin200 expected to be shipped in the fourth quarter of next year.

The latest market forecast shows that the shipment volume of NVIDIA's GB300 AI server cabinet is expected to reach 55,000 units next year, a year-on-year increase of 129%, mainly driven by giants such as Microsoft and Meta. More importantly, the next generation Vera Rubin 200 platform is expected to start shipping in the fourth quarter of next year, bringing continuous growth momentum to supply chain manufacturers such as Foxconn and Pegatron. Some manufacturers have visibility of orders extending as far as 2027.