According to the latest market forecast, Nvidia's GB300 AI server cabinet shipments are expected to reach 55,000 units next year, an increase of 129% over the previous year, mainly driven by giants such as Microsoft and Meta. What is more noteworthy is that shipments of the next-generation Vera Rubin 200 platform are expected to begin in the fourth quarter of next year, bringing continuous growth impetus to supply chain manufacturers such as Hon Hai and Guangda, and orders from some manufacturers are already visible until 2027.

According to the latest market forecast, Nvidia's GB300 AI server cabinet shipments are expected to reach 55,000 units next year, an increase of 129% over the previous year, mainly driven by giants such as Microsoft and Meta. What is more noteworthy is that shipments of the next-generation Vera Rubin 200 platform are expected to begin in the fourth quarter of next year, bringing continuous growth impetus to supply chain manufacturers such as Hon Hai and Guangda, and orders from some manufacturers are already visible until 2027.