Nvidia GB300 server rack shipments are forecast to rise 129%

Nvidia GB300 server rack shipments are forecast to rise 129% year-on-year to 55,000 units in 2026, after small end-of-year shipments now, with Nvidia’s next-gen Vera Rubin 200 rack shipments to begin in the 4th quarter 2026, media report, noting strong demand from Microsoft,…

— Dan Nystedt (@dnystedt) December 21, 2025