[Organization: NVIDIA’s AI cabinet products are changing generations and the NVL72 output value contribution is expected to exceed US$710 billion in 2027] August 28, according to TrendForce’s latest AI Server industry research, the GB300 full cabinet solution has become the main shipment of NVIDIA in 2026, and its demand is expected to continue into the first half of 2027. Subsequently, the new generation VR200 cabinet will take over and increase its volume, becoming the product with the highest proportion of shipments in 2027. As for the newer generation Rubin Ultra platform (VR300), due to the undecided design details of HBM and Server architecture, the shipment proportion is still low. The agency estimates that shipments of NVL72 cabinets such as GB and VR will increase by more than 50% annually in 2027. Considering Vera The average selling price (ASP) of the Rubin system has doubled compared to GB300, and key components such as upstream wafers and HBM are expected to rise in price. It is estimated that the total output value contribution of NVL72 cabinet systems including GB300, VR200 and VR300 will exceed US$710 billion in 2027, with an annual growth rate of up to 214%, which will boost the growth momentum of the AI data center supply chain such as ODM system factories, power supply and cooling.