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![Jukanlosreve Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1836240683268759552.png) Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.9K followers
Created: 2025-07-10 04:34:44 UTC

• Morgan Stanley: Nvidia GB200 NVL72 server rack shipments in Q3 are expected to increase by more than XX% QoQ to 10,000-11,000 units. Among related Taiwanese companies, Foxconn (Hon Hai), Wistron, and Quanta were given an 'Outperform' rating.

• GB200 server rack shipments are estimated to have increased to approximately 2,000-2,500 units in May and approximately XXXXX units in June, with total Q2 shipments reaching approximately XXXXX units.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943166978493157565/c:line.svg)

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[Post Link](https://x.com/Jukanlosreve/status/1943166978493157565)