Major U.S. Bank Sees GB200/300 Shipments Rising in First Quarter, Led by Wistron

Nvidia’s GB200 and GB300 are next-generation Blackwell AI server platforms. NVL72-equivalent systems integrate large numbers of GPUs with high-speed interconnects, making shipment volumes a key driver for server manufacturers and the component and cooling supply chains. As cloud providers continue investing in AI infrastructure, the platforms’ ability to scale shipments smoothly has become an important gauge of momentum for Taiwanese suppliers.

A major U.S. bank estimates that shipments of Nvidia GB200/GB300 NVL72-equivalent systems reached about 20,000–21,000 units in the first quarter of 2026, continuing to rise from the fourth quarter of 2025. Wistron posted the largest quarter-on-quarter increase among Taiwanese contract manufacturers, while Quanta and Hon Hai also recorded sequential shipment growth. The report did not disclose the value of the orders or identify the bank.