Nvidia(US:NVDA) 智通财经网·2025-05-13 04:16Core Insights - Nvidia's GB200 rack shipment volume has significantly improved, alleviating investor concerns according to Morgan Stanley [1] - Analyst Joseph Moore estimates that if 2,500 racks were shipped by April, maintaining a monthly shipment of 1,500 racks for the remainder of the year would result in a total shipment of approximately 15,000 racks [1] - The increase in rack shipments indicates a higher deployment of chips in data centers, reflecting strong market demand for AI computing power [1] Shipment and Demand Analysis - The shipment volume is expected to show significant month-on-month improvement, leading to a substantial increase in total annual shipments [1] - Data indicates that Nvidia's April quarterly shipments did not exceed demand, with three ODM manufacturers in Taiwan shipping close to 1,500 racks in April [1] - Recent industry checks suggest that conditions may continue to improve post-April, with potential for further increases in demand [1] Market Sentiment - Moore expresses optimism based on industry surveys indicating a significant demand increase in the coming quarters [2] - Current market anxiety centers around concerns of GB200 bottlenecks leading to excess inventory, but improved data is seen as a positive for stock prices [2]