In a recent survey, TrendForce pointed out that the market is currently focused on the supply progress of NVIDIA's (NVIDIA) GB200 rack-mounted solution. Due to the GB200 Rack having significantly higher design specifications in areas such as high-speed interconnect interfaces and thermal design power (TDP) compared to mainstream market products, supply chain players need more time for continual adjustments and optimizations. It is expected that mass production opportunities will not arise until after the second quarter of 2025.
TrendForce：GB200机柜供应链仍需时间优化 预期最快于2Q25后放量
TrendForce: The supply chain for the GB200 cabinet still needs time for optimization, with expectations of mass production starting as early as the second quarter of 2025.
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