NVIDIA GB200 NVL72 AI server shipments: 1500 units in April, compared to 1000 units in Q1 2025

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NVIDIA's new BG200 NVL72 AI server cabinet rack output increased throughout April 2025, with 1500 units shipped in April alone, compared to 1000 units shipped during the entire Q1 2025 period from January to March 2025.

New reports suggest that industry-wide NVIDIA GB200 NVL72 server racks reached 1500 units in April versus 1000 units in Q1 2025, with Quanta shipping 300-400 GB200 racks in April, Wistron shipping 150-150 GB200 racks, and Hon Hai shipping 1000 GB200 racks, all in April alone.

This report focuses on the Taiwanese industry, not counting what Dell, HPP, and Supermicro are all pumping out in terms of NVIDIA GB200 NVL72 AI server racks, which would increase these numbers again. Insider @Jukanlosreve reported the numbers, stating that they're from a US brokerage firm, so there is no link to this report other than what is on the X post.

We should expect NVIDIA GB200 NVL72 AI server cabinet shipments continue to rise as we shift into Q3 and Q4 of 2025, with previous reports suggesting peak shipments will occur by then... just a few more months away. We've got Computex 2025 kicking off next week, where I'm sure NVIDIA CEO Jensen Huang will give us all the updates on AI we can imagine.

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