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NVIDIA's GB200 Rack Shipments Exhibit Positive Growth, Prompting Morgan Stanley to Upgrade to 'Overweight' Rating
2025-05-13 /
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Author：小编
Recent data reveals a substantial surge in shipments of NVIDIA's GB200 racks, fostering optimism among Morgan Stanley analysts. In his report, Analyst Joseph Moore forecasts that if 2,500 racks were shipped in April and a steady monthly rate of 1,500 racks is maintained thereafter, annual shipments are poised to reach 15,000 units. Consequently, Moore has upgraded NVIDIA to an 'Overweight' rating, confident that this trend will effectively assuage market anxieties regarding potential declines in rack shipments.
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