GB200出货发威，继2日喊出今年就要产出了（指辉达最新GB200 AI伺服器），而且是「全垒打」的广达（2382）后，GB200利多持续蔓延，去年12月少量出货的 ...

海通国际调查发现，GB200系统层面量产慢于预期，到年底前仅会有极少量产出，而且因为GB300预计于2025年的6、7月推出，其规格更为强大，配备BBU与 ...

市场调研机构TrendfForce集邦咨询最新调查显示，近期市场关注英伟达GB200整柜式方案（Rack）各项供应进度，由于GB200 Rack在高速互通界面、热设计功耗 ...

对于中型规模的，或者注重能源效率的组织而言，GB200 NVL4是一个非常合适的选择。与专为大规模部署设计、并具有边缘连接器以支持脊骨配置的NVL72 ...

【TrendForce：GB200机柜供应链仍需时间优化 预期最快于2Q25后放量】《科创板日报》17日讯，TrendForce集邦咨询于最新调查指出，近期市场关注NVIDIA ...

TrendForce集邦咨询于最新调查指出，近期市场关注NVIDIA （英伟达）GB200整柜式方案（Rack）各项供应进度，由于GB200 Rack在高速互通界面、热设计功耗（TDP）等设计规格皆明显高于市场主流，供应链业者需要更多时间持续调校、优化，预期最快将于2025年第二季后才有 ...

【TrendForce：GB200 机柜供应链优化尚需时间，预计最快 2Q25 后放量】TrendForce 集邦咨询在最新调查中表明，近期市场对 NVIDIA 各项供应进度颇为关注 ...

The GB200 NVL72 is expected to become the most widely adopted model in 2025, potentially accounting for up to 80% of total deployments as NVIDIA ramps up its market push. NVIDIA aims to boost the ...

Nvidia has unveiled the GB200 NVL4, an advanced platform designed ... it is a marked improvement over larger platforms, with earlier systems like the Nvidia DGX-1 or HGX-1 consuming around 3.5 ...

Long delivery times for cooling distribution units (CDU) are reportedly why increased production of GB200 server racks has been delayed from the first quarter of 2025 to the second quarter ...

Warning! GuruFocus has detected 3 Warning Signs with NVDA. Based on the Blackwell GPU architecture, the GB200 servers have creative designs such the NVL72 variant, which links 72 GPUs via NVLink.