NVIDIA GB200/300 NVL72 rack monthly shipment statistics, expected to triple next year?

Wallstreetcn
2025.12.09 00:40
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Morgan Stanley expects that by November 2025, the production of GB200 racks will be approximately 5,500 units, a month-on-month increase of 29%. The full-year shipment forecast for GB200/300 racks in 2025 has been revised down from 28,000 units to 27,300 units. The shipment volume for 2026 is expected to be between 70,000 and 80,000 units, higher than last month's forecast of 60,000 to 70,000 units, reflecting confidence in the improvement of supply chain capacity

Morgan Stanley expects that by November 2025, the production of GB200 racks is estimated to be around 5,500 units, a month-on-month increase of 29%.

Morgan Stanley also slightly lowered its forecast for the annual shipment of GB200/300 racks in 2025 from the previous 28,000 units to 27,300 units.

Regarding the shipment forecast for 2026, Morgan Stanley believes that the shipment of racks is expected to reach 70,000 to 80,000 units in 2026. This is significantly higher than last month's forecast of 60,000 to 70,000 units, reflecting confidence in the improvement of supply chain capacity.

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