July 8, 2026 01:07 PM GMT Greater China Technology Hardware | Asia Pacific M Update GB200 and GB300 NVL72 Racks in June 2026 We provide monthly/quarterly rack shipment forecasts for ODMs. Within the major Server ODMs, our order of preference is Wistron > Hon Hai > Quanta, based on upside to PT. Key Takeaways We continue to forecast 70-80K racks in CY26: This year should remain a strong one for downstream rack assembly. We expect over 100% y/y growth in rack shipments, vs. ~29k last year. Quanta (2382.TW, OW ...