Analyst Ming-Chi Kuo Says "Nvidia Halting Development Of GB200 NVL36*2 (Dual-rack 72 GPUs Version); Long-Term AI And Nvidia Trends Remaining Positive, But Frequent Product Plan Changes Likely Softening Short-term Trading Sentiment" - Medium
Analyst Ming-Chi Kuo Says "Nvidia Halting Development Of GB200 NVL36*2 (Dual-rack 72 GPUs Version); Long-Term AI And Nvidia Trends Remaining Positive, But Frequent Product Plan Changes Likely Softening Short-term Trading Sentiment" - Medium
分析师郭明錤表示：“英伟达停止开发GB200 NVL36*2（双机架72个GPU版本）；人工智能和英伟达的长期趋势仍然积极，但频繁的产品计划更改可能会减弱短期交易情绪” - Medium
In the future, unless there are customized requirements, Nvidia will only offer the single-rack version of GB200 NVL72 (hereafter NVL72), discontinuing the dual-rack version (NVL36*2). The single-rack GB200 NVL36 (hereafter NVL36) will maintain its original development and shipment plans
将来，除非有定制要求，否则英伟达将仅提供 GB200 NVL72 的单机架版本（以下简称 NVL72），停止提供双机架版本（NVL36*2）。单机架 GB200 NVL36（以下简称 NVL36）将保持其最初的开发和发货计划
This development does not affect the long-term positive trends for AI and Nvidia. However, in the short term, some market participants may question Nvidia's and the supply chain's execution capabilities.
Nvidia's recent frequent changes to AI server product roadmaps reflect, in my opinion, their attempt to achieve a better balance between supply chain execution, competitive advantage, and customer demand under limited...
这一发展不会影响人工智能和英伟达的长期积极趋势。但是，在短期内，一些市场参与者可能会质疑Nvidia和供应链的执行能力。
在我看来...
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