The latest market forecasts indicate that NVIDIA's GB300 AI server rack shipments are expected to reach 55,000 units in 2026, representing a year-on-year increase of 129%, primarily driven by tech giants such as Microsoft and Meta. Meanwhile, the next-generation Vera Rubin 200 platform is anticipated to begin shipping in the fourth quarter of 2026, providing sustained growth momentum for supply chain manufacturers like Hon Hai and Quanta, with some manufacturers' order visibility extending into 2027.
