January 6, 2025 09:00 PM GMT Global Technology AI Supply Chain – Likely New Hardware Spec for GB300 We spot potential key hardware spec changes for GB300 servers, though all of these might not be finalized in early 2Q. GB300 rack shipment timing: Our understanding is that the GB300 server rack design may not be finalized until early 2Q25, as the modified spec design will take time to test. Order placement should follow after that. Thus, we expect integrated GB300 server rack shipments to kick off in 4Q25. A ...