Analysts predict that the order volume of GB300 is expected to accelerate before the end of the year.

Stifel analyst Ruben Roy is bullish on the growth prospects of NVIDIA. He wrote in his report: "Our supply chain research continues to show that even with strong demand for GB200, GB300 orders are expected to accelerate before the end of the year. Given NVIDIA's cautious earnings guidance, strong capital expenditure posturing by cloud service providers, reduced risks and potential sales benefits in China operations, healthy product sales growth and an uninterrupted supply chain, we expect its second-quarter performance to slightly exceed market expectations."