Quanta's AI server shipments dip as GB300-to-Rubin transition slows, NVIDIA earnings due Tuesday
tengyanAI · x · 2026-11-15
Supply chain notes: Quanta, one of NVIDIA's biggest rack builders, saw AI server shipments edge down as customers shift from GB300 to Vera Rubin, with higher prices keeping revenue up. Quanta's CFO expects only small Rubin rack volumes this quarter, with meaningful volume in Q1 next year. This sits awkwardly beside NVIDIA's August claim that Rubin would be 20% of Q3 data center revenue, with inventory already at $31.6 billion ahead of launch. The author's prior analysis found supplier sales missed NVIDIA's quarterly growth by 5.6 points on average on the way up. Is Rubin slower than expected? NVIDIA reports Tuesday.
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