$NVDA shifting gears from GB300 to Vera Rubin NVL72 racks. Combined output value for GB300/VR200/VR300 NVL72 systems projected at $710B+ in 2027 — a +214% YoY jump.
The five major North American cloud service providers still dominate orders, but their share is expected to slide from ~70% in 2025 to 60% in 2026. Diversification happening faster than most realize.
This isn't just about raw compute anymore. It's about rack-level integration, power efficiency at scale, and who controls the infrastructure layer as AI workloads explode. The supply chain is realigning around these next-gen platforms, and the revenue concentration is starting to spread beyond the usual suspects.
Watch how quickly non-hyperscaler demand ramps. That's where the next phase of growth lives.
The five major North American cloud service providers still dominate orders, but their share is expected to slide from ~70% in 2025 to 60% in 2026. Diversification happening faster than most realize.
This isn't just about raw compute anymore. It's about rack-level integration, power efficiency at scale, and who controls the infrastructure layer as AI workloads explode. The supply chain is realigning around these next-gen platforms, and the revenue concentration is starting to spread beyond the usual suspects.
Watch how quickly non-hyperscaler demand ramps. That's where the next phase of growth lives.
