报道：明年英伟达GB300出货量可达5.5万台，Vera Rubin200预计明年四季度出货

华尔街见闻12-22 10:55

市场对英伟达新一代AI服务器的需求持续升温。据台湾《经济时报》最新报道，证券投资机构及分析师预计，英伟达GB300系列服务器已于今年底开始小规模出货，预计明年上半年进入大规模放量阶段。市场分析师预测，明年全年GB300机柜的出货量有望达到5.5万台，实现129%的同比增长。这一强劲预测的背后，是来自全球顶级云服务提供商（CSP）的积极采购。报道指出，微软、Meta、甲骨文和戴尔是目前拉货意愿...

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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD3.UK":0.6,"NVDA":1.95,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVDD":0.6,"NVDS":0.6},"content_text":"市场对英伟达新一代AI服务器的需求持续升温。\n据台湾《经济时报》最新报道，证券投资机构及分析师预计，英伟达GB300系列服务器已于今年底开始小规模出货，预计明年上半年进入大规模放量阶段。市场分析师预测，明年全年GB300机柜的出货量有望达到5.5万台，实现129%的同比增长。这一强劲预测的背后，是来自全球顶级云服务提供商（CSP）的积极采购。\n报道指出，微软、Meta、甲骨文和戴尔是目前拉货意愿最为强烈的客户。相比之下，Google与亚马逊AWS的需求预计在3000至4000台机柜。这一需求分布格局，直接影响着下游代工厂商的订单分配，并成为投资者评估供应链价值的关键指标。\n更引人注目的是，从GB300到Vera Rubin 200，英伟达的产品迭代速度并未放缓。报道称，接替Blackwell架构的下一代AI服务器Vera Rubin 200，预计也将在明年第四季度开始量产出货。\n需求强劲，科技巨头积极布局\nGB300作为Blackwell平台的关键产品，其出货进程备受市场关注。分析师指出，与此前受到良率和设计调整影响的GB200不同，GB300的出货时程并未推迟，生产进展顺利。此外，GB300在散热、板材、连接器等关键零组件的规格或用量上均有提升，这意味着其出货单价和整体产值将高于前代产品，有望直接带动供应链厂商的业绩增长。\n鸿海董事长刘扬伟此前曾表示，客户对算力的需求非常强劲。他给出的明年机柜出货量预测为5万至6万台，并称之为“相当保守的预估”，市场上甚至有高达10万台的乐观预测。这一表态从侧面印证了AI服务器市场的火热程度。\n供应链格局：鸿海、广达分食主要订单\n在强劲的需求驱动下，中国台湾的AI服务器供应链将深度受益。从代工格局来看，鸿海与广达成为GB300订单的主要承接者。\n据分析师分析，鸿海凭借其作为微软和甲骨文主要供应商、同时拿下Meta第二供应商的地位，将成为GB300的主要代工厂。广达虽然失去了部分Meta订单，但也获得了少量甲骨文与微软的订单。与此同时，纬创则继续维持其作为戴尔独家供应商的稳固地位。除了整机柜的组装厂，包括台积电、台达电、双鸿、奇𬭎、川湖等在内的芯片、散热、滑轨等关键零组件供应商，都将在这波浪潮中受益。\n厂商展望乐观，订单能见度远至2027年\n面对持续涌入的订单，主要代工厂商对未来持乐观态度。广达方面表示，由于CSP客户需求持续提高，数个新客户的专案已陆续出货，订单能见度已放眼至2027年。公司确认GB300已进入量产阶段，预计交付速度将加快。\n鸿海则通过在德州、加州、俄州与威斯康星州等地的投资，持续扩建产能以满足客户的迫切需求。刘扬伟透露，公司新一代机柜的生产良率已大幅提升，第四季度出货量正在快速爬坡，预计将实现高双位数的季度增长。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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