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.
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