The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service providers (CSPs) are poised to deliver impressive cloud performance. According to the supply chain, despite tariff-related adjustments, clients have been actively stocking up, and current orders show no signs of easing. This indicates that the AI boom will continue heating up throughout the second half of 2025.