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.
NO BREAKTHROUGH? More substantial ‘deliverables,’ such as tariff reductions, would likely be saved for a meeting between Trump and Xi later this year, a trade expert said China launched two probes targeting the US semiconductor sector on Saturday ahead of talks between the two nations in Spain this week on trade, national security and the ownership of social media platform TikTok. China’s Ministry of Commerce announced an anti-dumping investigation into certain analog integrated circuits (ICs) imported from the US. The investigation is to target some commodity interface ICs and gate driver ICs, which are commonly made by US companies such as Texas Instruments Inc and ON Semiconductor Corp. The ministry also announced an anti-discrimination probe into US measures against China’s chip sector. US measures such as export curbs and tariffs
The US on Friday penalized two Chinese firms that acquired US chipmaking equipment for China’s top chipmaker, Semiconductor Manufacturing International Corp (SMIC, 中芯國際), including them among 32 entities that were added to the US Department of Commerce’s restricted trade list, a US government posting showed. Twenty-three of the 32 are in China. GMC Semiconductor Technology (Wuxi) Co (吉姆西半導體科技) and Jicun Semiconductor Technology (Shanghai) Co (吉存半導體科技) were placed on the list, formally known as the Entity List, for acquiring equipment for SMIC Northern Integrated Circuit Manufacturing (Beijing) Corp (中芯北方積體電路) and Semiconductor Manufacturing International (Beijing) Corp (中芯北京), the US Federal Register posting said. The
India’s ban of online money-based games could drive addicts to unregulated apps and offshore platforms that pose new financial and social risks, fantasy-sports gaming experts say. Indian Prime Minister Narendra Modi’s government banned real-money online games late last month, citing financial losses and addiction, leading to a shutdown of many apps offering paid fantasy cricket, rummy and poker games. “Many will move to offshore platforms, because of the addictive nature — they will find alternate means to get that dopamine hit,” said Viren Hemrajani, a Mumbai-based fantasy cricket analyst. “It [also] leads to fraud and scams, because everything is now
MORTGAGE WORRIES: About 34% of respondents to a survey said they would approach multiple lenders to pay for a home, while 29.2% said they would ask family for help New housing projects in Taiwan’s six special municipalities, as well as Hsinchu city and county, are projected to total NT$710.65 billion (US$23.61 billion) in the upcoming fall sales season, a record 30 percent decrease from a year earlier, as tighter mortgage rules prompt developers to pull back, property listing platform 591.com (591新建案) said yesterday. The number of projects has also fallen to 312, a more than 20 percent decrease year-on-year, underscoring weakening sentiment and momentum amid lingering policy and financing headwinds. New Taipei City and Taoyuan bucked the downturn in project value, while Taipei, Hsinchu city and county, Taichung, Tainan and Kaohsiung
RSS