Nvidia GB200 NVL72 shipments lower than expected

It is predicted that due to the continuous delay in the assembly and mass production of Nvidia GB200 NVL72, this year's shipments will be lower than expected, and are expected to be about 25,000 to 35,000 units. He analyzed that the development difficulty of GB200 NVL72 is higher than that of general servers, and its development time may take 1.5 to 2 years.