March 19, 2025 12:41 PM GMT We provide read-across for our Asia supply chain coverage following Nvidia's recent GTC event. Key Takeaways: Nvidia CEO, Jenson Huang, discussed GB300 NVL72 coming in 2H25, Vera Rubin NVL144 in 2H26, Vera Rubin Ultra NVL576 in 2H27, and Vera Feynman in 2028. Nvidia Photonics was also announced, with Spectrum-X Photonics in 2H25 and Quantum-X Photonics in 2H26. Please see Joe Moore's note here for more details. Greater China Technology Hardware | Asia Pacific GTC 2025 – Implicati ...