Nvidia GB300 server rack shipments are forecast to rise 129% year-on-year to 55,000 units in 2026, after small end-of-year shipments now, with Nvidia’s next-gen Vera Rubin 200 rack shipments to begin in the 4th quarter 2026, media report, noting strong demand from Microsoft, Meta, Oracle and Dell. GB300 has not faced design or production yield issues like GB200 did, making it seen as a more stable, profitable and upgraded system. Foxconn Chairman Young Liu gave a conservative estimate of 50,000-60,000 racks overall for next year, twice the 30,000 to 50,000 this year. Some more bullish forecasts put demand at 100,000 racks next year. $NVIDIA(NVDA.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) $Dell Tech(DELL.US) #AIservers #Semiconductors

Source: Dan Nystedt