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.
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