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Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
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Cui Nyonya Kueh : Thank you![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Trader’s Edge OP Cui Nyonya Kueh : Kept my promise! hahaha
Dan’l : Thank you, Isaac Lim, for providing such useful information… you’ve inspired a whole new watchlist with this.
74468583 : Meta has poor sales in 2025, Temu paid 1000 million USD for advertising last year, Now Temu has been banned!!! Will Meta still receive advertising money?
calm Rhino_0616 : tjsnk you
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