Nvidia GB300 NVL72 may not use supercapacitors. My latest supply chain survey indicates that Nvidia has recently removed the supercapacitor shelves from its new GB300 NVL72 rack design due to technical and mass-production concerns. At present, Nvidia has not proposed a clear alternative. This change could alter the market’s expectations for supercapacitor supplier Musashi's future AI server business outlook.$NVIDIA(NVDA.US)
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