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Nvidia's Arm Machine Shipments Cut by Over 50%

1/18/2025

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Summary

Story summary

Nvidia's 2025 projections for Arm-based GB200 NVL72 machines have plummeted by over 50%, with expected shipments slashed to just 25,000-35,000 units. In contrast, the appetite for x86-based machines is robust. TSMC is poised for a 35% revenue surge in Q1, while Foxconn and Wistron continue to see strong demand for AI servers.

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Story summary

Nvidia's 2025 projections for Arm-based GB200 NVL72 machines have plummeted by over 50%, with expected shipments slashed to just 25,000-35,000 units. In contrast, the appetite for x86-based machines is robust. TSMC is poised for a 35% revenue surge in Q1, while Foxconn and Wistron continue to see strong demand for AI servers.