Nvidia's GB300 Sales to Soar Before Next-Gen Chip Release
Nvidia is set to report its fiscal second-quarter results on Aug. 26, and according to Susquehanna, the company is likely to see a continued ramp of its GB300 GPUs ahead of the release of its next-gen Vera Rubin line.
The GB300 ramp is expected to drive demand for Nvidia's AI data center solutions amid a boom in hyperscaler capex. The GB300 is a critical component in this market, and Susquehanna believes that Nvidia will continue to see strong sales ahead of the Vera Rubin release.
Nvidia's Q2 earnings report on Aug. 26 is expected to provide more insight into the company's performance and outlook for its data center business.