What happened
According to TrendForce's latest AI server industry research, NVIDIA is undergoing a generational shift in its AI rack products.
The GB300 rack-scale solution has become the primary shipment for NVIDIA this year, replacing earlier generations.
Looking ahead, the NVL72 rack product is projected to contribute over $710 billion in output value by 2027, marking a major revenue milestone.
Why it matters
This transition signals NVIDIA's strategic move toward higher-capacity, integrated rack systems for AI workloads.
The projected NVL72 value suggests that demand for next-generation AI infrastructure is accelerating, potentially reshaping competition in the AI server market.
Key facts
TrendForce published research on the AI server industry.
GB300 is NVIDIA's main shipment this year.
NVL72 output value contribution could exceed $710 billion by 2027.
What to watch next
Whether NVL72 adoption ramps up as planned and how it affects NVIDIA's overall AI revenue mix.
Competitors' responses to NVIDIA's rack-level product push in the coming years.