October 10, 2025 01:41 AM GMT Greater China Technology Hardware | Asia Pacific GB200 NVL72 Racks in September We provide a monthly and quarterly rack shipment forecast by ODMs for 2025. Within the major GPU AI server ODMs, our order of preference is Wistron > Hon Hai > Quanta. Key Takeaways Our GB200/300 racks forecast now stands at 28.0k (vs ~27.6k previously): We estimate that 3Q rack shipments reached 8.5k units, rising to 14.3k in 4Q, up from our previous 13.2k estimate ( Exhibit 2 ). We do not see this ...