摩根士丹利：6 月 GB200 NVL72 机柜情况
2025-07-11 01:05
July 8, 2025 12:27 PM GMT Greater China Technology Hardware | Asia Pacific GB200 NVL72 racks in June We estimate that GB200 rack output increased slightly in June, to ~2.5k vs. 2-2.5k in May, leading total 2Q GB200 rack output to reach ~6k. We expect shipments to continue to increase in 3Q; they appear to be on track to reach 10-11k. Key Takeaways Quanta (2382.TW, OW): June revenue was ~NT$190bn (+18% m/m, +71% y/y). We attribute the m/m increase to: We estimate that Quanta's GB200 racks increased from ~400 ...