Analysts halve Nvidia Blackwell cabinet shipment forecasts for 2025 — prediction contrasts AI boom

Analysts halve Nvidia Blackwell cabinet shipment forecasts for 2025 — prediction contrasts AI boom

Unnamed industry analysts quoted by DigiTimes have cut their 2025 forecasts for Nvidia GB200-based NVL72 machines by over 50%, which contradicts almost all shipment projections for AI hardware this year. One important catch is that the analysts…

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