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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14K followers
Created: 2025-07-10 00:55:16 UTC

Morgan Stanley's Estimate on GB200 Shipment. 

1) Quanta shipped 500-600 GB200 racks in June – 1.2-1.3k in 2Q. 

2) Wistron shipped 700-800 GB200 racks equivalent of computing trays in June – 1.8-1.9k for 2Q. 

3) Hon Hai shipped a little over 1k GB200 racks in June – ~3k racks in 2Q


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[Post Link](https://x.com/rwang07/status/1943111745561637223)