According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks. Mizuho’s predictions are grounded in the recent developments at King Yuan Electronics, which has announced an increase in capex in response to the growing demand for AI chips. It is anticipated that GB200 production will accelerate throughout 2024.