大中华区科技硬件 - 12 月 GB NVL72 机柜情况-Greater China Technology Hardware-GB NVL72 Racks in December

27.3k previously): This mainly reflects upside from Hon Hai and Quanta. We maintain our view that 2026 will be another strong year for downstream rack assembly. We think 70-80k racks could be built and delivered to data centers. January 8, 2026 07:19 PM GMT Greater China Technology Hardware | Asia Pacific GB200/300 NVL72 Racks in December We provide monthly and quarterly rack shipment forecasts by ODM for 2025. Within the major GPU AI server ODMs, our order of preference is Wistron > Hon Hai > Quanta. Key T ...