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TrendForce: The GB200 cabinet Supply Chain still needs time to optimize, and it is expected to ramp up at the earliest after 2Q25.
On December 17th, Jinshi Data reported that TrendForce's latest survey pointed out that the market has been following NVIDIA's GB200 full cabinet solution (Rack) supply progress. Due to the fact that GB200 Rack's design specifications such as high-speed interconnect interface, thermal design power (TDP), etc. are significantly higher than the market mainstream, Supply Chain companies need more time to continue tuning and optimization, and it is expected that the earliest opportunity for mass production will not be until the second quarter of 2025.