$NVDA GB300 Shipments Are Slowing as Data Center Infrastructure Lags


According to SemiAnalysis, shipment estimates for both the GB300 and VR NVL72 have been revised, with GB300 shipments now showing a slowdown
The issue is not demand, but infrastructure readiness. Some cloud service providers still do not have their data center infrastructure fully operational, which is causing a slight delay in overall shipments compared to previous expectations
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