Next year, NVIDIA's GB300 shipment is expected to reach 55,000 units.

The latest market forecast shows that NVIDIA's GB300 AI server cabinets are expected to ship 55,000 units next year, a year-on-year increase of 129%, mainly driven by giants such as Microsoft and Meta. More notably, the next-generation Vera Rubin 200 platform is expected to start shipping in the fourth quarter of next year, bringing continuous growth momentum to supply chain manufacturers like Hon Hai and Quanta, with some manufacturers' order visibility extending as far as 2027.