Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025

Digitimes
By Jingyue HsiaoSep 10, 2025, 3:38 am149 pts
Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the fourth quarter. Notebook shipments may also hold steady or improve due to Windows 10's end of support driving replacement demand.

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