科技硬件：1 月 GB NVL72 服务器机柜数据-China Technology Hardware-GB NVL72 Racks in January

February 9, 2026 03:36 PM GMT Greater China Technology Hardware | Asia Pacific GB200/300 NVL72 Racks in January We provide monthly and quarterly rack shipment forecasts by ODM. Within the major GPU AI server ODMs, our order of preference is Wistron > Hon Hai > Quanta. Key Takeaways We continue to forecast 70-80K racks in CY26: This year will continue to be a strong year for downstream rack assembly, expecting over 100% y/y growth in rack shipments, vs. ~29k last year. Our GPU ODM preference is Wistron > Hon ...