Nvidia’s $NVDA GB200/300 rack shipments are estimated to be 14,000 to 15,000, per Morgan Stanley, up from 8,000 to 8,500 in Q3.
— Beth Kindig (@Beth_Kindig) November 15, 2025
Morgan Stanley projects around 15,000 rack shipments in 2025 for $NVDA NVIDIA’s GB200/GB300 based NVL72 systems, up significantly from early output of ~1,000 racks per month in early 2025. pic.twitter.com/G4jThrxTXf
— Ticker Wire (@Tickerwire) November 15, 2025
