Morgan Stanley 2025 yılında Nvidia GB200 sevkiyatını önemli ölçüde düşürdü.

Jinshi Data February 4th news, Morgan Stanley stated in its latest report that it significantly lowered the shipment volume of Nvidia GB200 from the previous 30,000-35,000 to 20,000-25,000, and the worst-case scenario may be less than 20,000. This may cause a market impact of 30 billion to 35 billion US dollars for GB200 Arz Ağı. Morgan Stanley predicts that the cloud computing market’s growth cycle may continue until the first half of 2025, and then the year-on-year growth rate may drop to single digits in the fourth quarter.

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