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Open original source ↗Many people have asked me about this post, so here's a quick summary of the key points:
1. In Nvidia's latest GB300 NVL72 reference design, they've removed the supercapacitor shelves. While CSPs can still use custom racks with supercapacitors (since Nvidia's reference design previously recommended them and they're still under testing), this change in the reference design could affect CSPs' willingness to adopt them going forward.
2. Currently, Nvidia is considering different specifications of energy-storage capacitors for the power shelves as an alternative. The main design challenge, however, is the limited space. Even if they ultimately stick with supercapacitors, it's critical to keep an eye on whether the number used per rack will decrease.
3. Following the above, it's important to monitor whether Musashi will change its expansion plan to reach 6.5M units per year by 2026 (vs. 200k in 2024 and 1.5M in 2025). Any changes would directly affect the company's projected revenue and profits.
Quoted context
These are the quoted author’s words.
Nvidia GB300 NVL72 may not use supercapacitors. My latest supply chain survey indicates that Nvidia has recently removed the supercapacitor shelves from its new GB300 NVL72 rack design due to technical and mass-production concerns. At present, Nvidia has not proposed a clear alternative. This change could alter the market’s expectations for supercapacitor supplier Musashi's future AI server business outlook.
mingchikuo ↗