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COMPANY RESEARCH / 6669.TW

Wiwynn

GB200/GB300 NVL72 racks and L10/L11 rack delivery

Published by FyncaResearch checked How we research

Where it fits in an AI server rack

Its 2025 annual report lists GB200 NVL72 and GB300 NVL72 AI server racks and a double-wide ORv3 rack architecture for AMD MI400-class accelerators among its R&D results, and describes L10/L11 rack-level delivery; AI products were over half of 2025 revenue of NT$950.66 billion (+163.7%). It showed Vera Rubin NVL72 at GTC 2026 (Mar 16, 2026) and started Texas production at the end of Q4 2025.

What the evidence establishes

AI-rack evidence

Disclosed: Wiwynn’s 2025 annual report and releases describe its NVL72 racks, L10/L11 delivery and AI revenue share.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Listed as a rack builder for its own AI servers and racks, not as a supplier of the parts inside.

Component roleGB200/GB300 NVL72 racks and L10/L11 rack delivery
EvidenceDisclosed: Wiwynn’s 2025 annual report and releases describe its NVL72 racks, L10/L11 delivery and AI revenue share.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceWiwynn — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Wiwynn names no customers in these sources and reports an 8.3% gross margin for 2025. Its own cold-plate designs are showcases and are not mapped. Wistron holds 35.46%, so the exposure overlaps with Wistron’s row.

Specialist business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

This company is mapped at sector level. The reviewed evidence does not establish a direct match to a specific illustrated part. Explore rack builders & platforms for the broader relationship.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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