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NVIDIA Data Center Boom Fuels GB/VR Rack Demand

Last Modified

2026-08-27

Update Frequency

Aperiodically

Format

PDF

NVIDIA's data center strength lifts GB/VR Rack demand, extending its reach into infrastructure and HBM supply.

Key Highlights

Revenue: Data center share climbs on strong AI demand.
Racks: CSP, Neocloud orders lift GB/VR shipments in 2027.
Chips: NVIDIA adds CPU, LPU racks beyond GPU for Agentic AI.
Infra: NVIDIA, Google expand into data center power, land.
HBM: 2027 talks stalled, Rubin specs open.

Table of Contents

Introduction
- NVIDIA Data Center Business Sees YoY Growth in FY2Q27, with Overall Ratio Continuing to Rise
Neocloud's Recent Demand for GB/VR Racks Set to Significantly Boost 2026 Shipments; Shipment Growth to Continue Through 2027, Driving Strong Growth in Industry Value Contribution
- NVIDIA's GB/VR Racks May See Continued Growth in Total Industry Contribution during 2027
In the AI Chip Competition, NVIDIA Extends Focus to AI Data Center Infrastructure, While ASIC Leader Google Adopts a Similar Strategy to Mitigate Potential Supply Risks
Negotiations Have Stalled for 2027 HBM Supply; Rubin Ultra’s HBM Specifications Have Emerged as a Potential Variable
- Four Possible HBM Configurations for Rubin Ultra Platform

<Total Pages: 7>

NVIDIA's GB/VR Racks May See Continued Growth in Total Industry Contribution during 2027

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