Rumor

Foxconn Reportedly Faced Assembly Challenges for NVIDIA GB200 NVL72 AI Racks

Sunday, December 7, 2025 at 01:45 PM

Hon Hai (Foxconn) reportedly faced production difficulties and struggled with the assembly of the complex NVIDIA GB200 NVL72 AI rack systems.

Context

NVIDIA's GB200 NVL72 AI racks initially faced significant assembly challenges and repeated delays, primarily due to their high power density of approximately 125 kW per rack and complex liquid cooling. This led to multiple postponements of mass production and a downward revision of 2025 shipment forecasts from an optimistic 50,000–80,000 racks to a more conservative 25,000–35,000 units. Key manufacturing partners like Foxconn, Inventec, Dell, and Wistron have now reportedly resolved these technical issues. Production is ramping up, with initial shipments underway, addressing bottlenecks that caused hyperscalers such as Google, Microsoft, Amazon, and Meta to defer over $10 billion in orders. This resolution is a material win for NVIDIA and its supply chain, restoring confidence in the deployment of next-generation AI infrastructure. The focus now shifts to sustained execution and the broader implications for the AI server market, especially with more powerful systems like the GB300 on the horizon.

Sources (9)

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