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Morgan Stanley Significantly Downgrades GB200 NVL 72 Shipment Forecast
2025-02-04 /
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Author：小编
According to the latest research report from Morgan Stanley's Greater China Semiconductor Research Team, the shipment forecast for NVIDIA's GB200 in 2025 has undergone a notable downward revision. The initial estimate of 30,000 to 35,000 units has been adjusted to 20,000 to 25,000 units, with a potential further dip below 20,000 units in extreme scenarios. This significant adjustment is anticipated to exert a market impact ranging from $30 billion to $35 billion on the GB200 supply chain, placing considerable strain on associated supply chains and semiconductor firms.
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