Nvidia’s next generation GB300 faces a tough sell as Big Cloud firms sour on GB systems due to difficult GB200 assembly and debugging efforts, media report, citing unnamed supply chain sources, who estimate GB200 output at just 15,000 cabinets this year. Cloud firms are turning to highly mature Nvidia HGX 8 systems instead. 1/3 $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) #Foxconn #Quanta #Wistron #semiconductors
https://t.co/9qeWZsXWpYSource: Dan Nystedt
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