Wall Street analysts remain split on the extent to which NVIDIA’s slower production ramp-up of the GB200 GPU would end up affecting its upcoming earnings and the outlook for the year ahead. While Baird analyst Tristan Gerra is dismissive of all “lingering concerns around [the] GB200 mix for the year,” his counterpart at HSBC is much more cautious, lowering his forecast for NVL rack server shipments for the year from 35,000 units to 30,000 units. To wit, Baird analyst has leveraged his supply chain meetings to note that GB200 shipments are now finally gaining momentum after a “late and slow […]
Read full article at https://wccftech.com/here-is-what-wall-street-analysts-are-forecasting-about-nvidias-gb200-b200-and-nvl-rack-server-shipments-ahead-of-the-earnings-next-week/
