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Open original source ↗As a result, the combined output of Nvidia’s $NVDA GB300, VR200 and VR300 NVL72 racks is forecast to exceed $710 billion in 2027, up 214% YoY, aided by the ASP uplift with Rubin alongside the growth in rack shipments.
$AMD $AVGO
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Shipments of Nvidia’s $NVDA NVL72 racks, across both its Grace Blackwell and Vera Rubin generations, are forecast to grow more than 50% YoY in 2027, per TrendForce. $AMD $AVGO
Beth_Kindig ↗