December 8, 2025 02:43 PM GMT Greater China Technology Hardware | Asia Pacific GB200/300 NVL72 Racks in November We provide monthly and quarterly rack shipment forecasts by ODM for 2025. Within the major GPU AI server ODMs, our order of preference is Wistron > Hon Hai > Quanta. Key Takeaways Our GB200/300 racks forecast now stands at 27.3k (slightly lowered from 28k previously): This mainly reflects our updated 4Q25 rack forecast for Quanta, after its 3Q25 earnings call. Management said 4Q25 AI will grow q/ ...