Renowned analyst Guo Mingchi published an article today analyzing the potential short-term factors affecting the shipment of Nvidia GB200 NVL36/72, stating that the NVL72 single cabinet version cannot be mass-produced in the short term and NVL36 faces unprecedented design and production challenges. He believes that when the relevant stocks have largely reflected the optimistic expectations of GB200 NVL36/72's contribution to the supply chain and have surged, at least short-term investment decisions need to consider more aspects rather than relying solely on supply chain surveys.