Nvidia NVL72 rack shipments seen up 50% in 2027, output forecast to top $710B
Beth_Kindig · x · 2026-09-10
TrendForce forecasts Nvidia's NVL72 rack shipments across Grace Blackwell and Vera Rubin generations to grow more than 50% YoY in 2027.
Analyst Beth Kindig estimates combined output of GB300, VR200 and VR300 NVL72 racks will exceed $710 billion in 2027, up 214% YoY, driven by ASP uplift from Rubin and growing rack shipments. AMD and Broadcom are mentioned as related plays.
More from Venture
- Half the Fortune 500 Are Anthropic Customers Yet Spend Under 0.1% of Their Expenses — BenBajarin · 2026-10-26
- Anthropic's S-1 Reveals Over $600B in Infrastructure Commitments Across Google, Amazon, Microsoft — cedric_chee · 2026-10-26
- Organic Search Fell 13.2% in US and 24.4% in France Over Two Years, But It's Not All AI — VeryWellVersed · 2026-10-26
- DeepSeek vs Anthropic: 12 opposite strategies, open weights versus closed API — FinanceYF5 · 2026-10-26
- ChatGPT sends just 0.62% of Google's traffic — but it's a branding channel, argues iPullRank — VeryWellVersed · 2026-10-26
- Ant's $46.4B annualized enterprise software spend already equals ~3.2% of global software spending — BenBajarin · 2026-10-26