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Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025

Aaron Lee, Taipei; Jingyue Hsiao, DIGITIMES Asia 0

Credit: DIGITIMES

Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the fourth quarter. Notebook shipments may also hold steady or improve due...

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