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TF Securities Ming-Chi Kuo: GB200 NVL72 Mass Production Outlook Dim, Cautions on NVIDIA's Short-Term Risks
2025-01-14
Renowned analyst Ming-Chi Kuo has warned that NVIDIA's GB200 NVL72 shipments are likely to fall significantly short of expectations. Current estimates suggest shipments of around 25,000 to 35,000 units, markedly lower than the market's prior forecasts of 50,000 to 80,000 units. Persistent delays in the mass production of this product have already eroded market confidence. Despite a positive initial stock price reaction, rumors tend to be exaggerated or misinterpreted in an environment of waning market trust.
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