Susquehanna: NVIDIA GB300 Shipments to Keep Climbing, Demand Holds Strong Ahead of Vera Rubin Launch
Nashnova编辑部
Susquehanna expects Nvidia's GB300 GPU shipments to keep ramping through the transition window before the next-gen Vera Rubin series launches — meaning the product-cycle handoff looks smoother than the market fears.
How long can GB300 shipments keep rising?
Susquehanna sees GB300 shipment volumes continuing to climb at least until the next-gen Vera Rubin GPU series officially launches.
This means → the current generation is not winding down — it is still in a volume ramp.
Nvidia reports its FQ2 2026 earnings on August 26; sustained GB300 momentum underpins that quarter's numbers.
Will the generational handoff create a gap?
A common worry: demand for the current GPU fades early as buyers wait for the new one, creating a shipment air pocket.
Susquehanna's view is the opposite — no meaningful demand gap during the transition window.
In plain terms = customers are not pausing orders to wait for Vera Rubin; the GB300 backlog is still growing.
What does this mean for investors?
A smooth product-cycle handoff makes a quarter-to-quarter revenue cliff unlikely for Nvidia.
This reflects rigid downstream demand — cloud providers and AI-compute buyers cannot afford to wait for a new chip before deploying capacity.
This means → even before Vera Rubin ships, GB300's own shipment cadence provides a near-term earnings cushion.
Content is for reference only, not financial advice.