Quanta Computer Inc (廣達), which supplies artificial intelligence (AI) servers powered by Nvidia Corp’s chips, yesterday said server revenue would grow steadily in the coming quarters, with sales of AI and general servers expected to grow by a double-digit percentage this year from last year.
Shipments of servers equipped with Nvidia’s GB200 chips, which began at the end of March, are expected to remain steady this quarter, while shipments of GB300 servers are expected to begin in the second half of the year at the earliest, said a Quanta official, who declined to be named.
The company earlier this month said it would increase capital expenditure by about 40 percent year-on-year to NT$20 billion (US$663.17 million) to meet rising server demand from major cloud service providers.
Photo: Fang Wei-chieh, Taipei Times
From researching GPU computing to advancing AI technologies, Quanta and Nvidia have built a new industry and are driving global change, with Taiwan’s innovation ecosystem at the heart of the revolution, Quanta Cloud Technology Inc (QCT, 雲達) president Mike Yang (楊麒令) said on Tuesday.
QCT is a server subsidiary of Quanta.
Nvidia cofounder and chief executive officer Jensen Huang (黃仁勳), who visited QCT’s booth at the Computex trade show in Taipei on Tuesday, referred to the two companies’ collaboration as the beginning of a new journey and a reset of the computer industry that took 60 years to build.
The information technology industry is already massive, but tech firms have reset the playing field, potentially expanding it 10-fold, Huang said.
“The opportunity in front of us is genuinely extraordinary,” he said.
Taking the GB300 server, which comprises 1.2 million parts, as an example, Huang said it is a complete data center built and tested at QCT, so customers can simply plug it in upon delivery.
“This is not a server for a data center. This is a supercomputer for an AI factory, which is the reason why the more you buy, the more you make,” he said.
DAMAGE REPORT: Global central banks are assessing war-driven inflation risks as the law of unintended consequences careens around the world, spiking oil prices Central banks from Washington to London and from Jakarta to Taipei are about to make their first assessments of economic damage after more than two weeks of conflict between the US and Iran. Decisions this week encompassing every member of the G7 and eight of the world’s 10 most-traded currency jurisdictions are likely to confirm to investors that the specter of a new inflation shock is already worrying enough to prompt heightened caution. The US Federal Reserve is widely expected to do exactly what everyone anticipated weeks ahead of its March 17-18 policy gathering: hold rates steady. The narrative surrounding that
Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) share of the global foundry market rose to almost 70 percent last year amid booming demand for artificial intelligence (AI), market information advisory firm TrendForce Corp (集邦科技) said on Thursday. The contract chipmaker posted US$122.54 billion in revenue, up 36.1 percent from a year earlier, accounting for 69.9 percent of the global market, TrendForce said. Its share was up from 64.4 percent in 2024, it said. TSMC’s closest rival, Samsung Electronics, was a distant second, posting US$12.63 billion in sales, down 3.9 percent from a year earlier, for a 7.2 percent share of the global market. In the
At a massive shipyard in North Vancouver, Canadian workers grind metal beams for a powerful new icebreaker crucial to cementing the country’s presence in the increasingly contested arctic. Icebreakers are specialized, expensive vessels able to navigate in the frozen far north. And “this is the crown jewel,” said Eddie Schehr, vice president of production at the Seaspan shipyard. For Canadian Prime Minister Mark Carney, who heads to Norway next Friday to observe arctic defense drills involving troops from 14 NATO states, Canada’s extreme north has emerged as a strategic priority. “Canada is and forever will be an Arctic nation,” he said ahead of
Chinese entrepreneur Frank Gao used to spend long hours running his social media accounts but now outsources the chore to artificial intelligence (AI) agent tool OpenClaw, which is taking China by storm despite official warnings over cybersecurity. OpenClaw, created in November by an Austrian coder, differs from bots such as ChatGPT because it can execute real-life tasks such as sending e-mails, organizing files or even booking flight tickets. “Since January, I’ve spent hours on the lobster every day,” Gao said in an interview, referring to OpenClaw’s red crustacean mascot. “We’re family.” After downloading OpenClaw, users connect it to artificial intelligence models of their
RSS