Analyst Ming-Chi Kuo Says "Nvidia Halting Development Of GB200 NVL36*2 (Dual-rack 72 GPUs Version); Long-Term AI And Nvidia Trends Remaining Positive, But Frequent Product Plan Changes Likely Softening Short-term Trading Sentiment" - Medium
Analyst Ming-Chi Kuo Says "Nvidia Halting Development Of GB200 NVL36*2 (Dual-rack 72 GPUs Version); Long-Term AI And Nvidia Trends Remaining Positive, But Frequent Product Plan Changes Likely Softening Short-term Trading Sentiment" - Medium
分析師郭明錤表示：「英偉達停止開發GB200 NVL36*2（雙機架72個GPU版本）；人工智能和英偉達的長期趨勢仍然積極，但頻繁的產品計劃更改可能會減弱短期交易情緒」 - Medium
In the future, unless there are customized requirements, Nvidia will only offer the single-rack version of GB200 NVL72 (hereafter NVL72), discontinuing the dual-rack version (NVL36*2). The single-rack GB200 NVL36 (hereafter NVL36) will maintain its original development and shipment plans
在未有定製需求的情況下，英偉達將僅提供單機架版本的GB200 NVL72（以下簡稱NVL72），停止提供雙機架版本（NVL36*2）。單機架的GB200 NVL36（以下簡稱NVL36）將保持原始開發和出貨計劃。
This development does not affect the long-term positive trends for AI and Nvidia. However, in the short term, some market participants may question Nvidia's and the supply chain's execution capabilities.
Nvidia's recent frequent changes to AI server product roadmaps reflect, in my opinion, their attempt to achieve a better balance between supply chain execution, competitive advantage, and customer demand under limited...
這一發展不會影響人工智能和英偉達的長期積極趨勢。然而，在短期內，一些市場參與者可能會質疑英偉達和供應鏈的執行能力。
我認爲，英偉達...
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