According to TrendForce Jibang Consulting's latest AI Server industry research, the GB300 full-cabinet solution has become Nvidia's main shipping force in 2026, and demand is expected to continue until the first half of 2027. Subsequently, the new generation VR 200 cabinet will be released, making it the product with the highest share of shipments in 2027. As for the new-generation Rubin Ultra platform, the share of shipments is still low due to undecided design details of HBM and server architectures. The agency estimates that shipments of NVL72 cabinets such as GB and VR will increase by more than 50% per year in 2027. Taking into account the average sales unit price of Vera Rubin systems doubling from GB300, and anticipated price increases for key components such as upstream wafers and HBM, it is estimated that in 2027, the total output value contribution of NVL72 cabinet systems including GB300, VR200, and VR300 will exceed 710 billion US dollars, with an annual growth rate of 214%, which will help the growth momentum of ODM system factories, AI data center supply chains such as power supply and cooling.

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