Global OEM hits 700-rack GB300 NVL72 capacity

An industry channel check indicates that a global AI-server OEM achieved around 700-rack GB300 NVL72 production capacity in Q3 2026, delivering roughly 600 racks largely on schedule. Meanwhile, Vera Rubin rack hardware output faces a delay from late 2026 to a Q1 2027 volume ramp due to power-infrastructure scheduling bottlenecks and HBM4 yield constraints. Additionally, rising memory-component inflation has significantly expanded the memory share of PC bills of materials, pressuring unit volumes and prompting tier-one OEMs to reduce component inventories. Open article →