Pegatron Corp (和碩) expects triple-digit server revenue growth this quarter from last quarter on the back of strong customer demand, and holds a more optimistic outlook for its server business in the second half of the year than the first, company cochief executive officer Johnson Teng (鄧國彥) said at the Computex trade show in Taipei on Tuesday.
The electronics manufacturer, and one of Apple Inc’s iPhone assemblers, would ship more server samples this quarter and expects annual server revenue to double from last year, Teng said.
Server products based on Nvidia Corp’s GB300 chips are expected to draw attention in the second half of the year and Pegatron is gearing up to grab a share of the market, he said.
Photo: Annabelle Chih, Bloomberg
At Computex, Pegatron is exhibiting its products in four focus areas: high-performance computing, e-mobility and automotive systems, telecommunications and network solutions, and consumer, aesthetic and assisted living applications.
One of its latest products is the RA4802-72N2 rack, a liquid-cooled high-density graphics processing unit (GPU) rack featuring Nvidia’s GB300 NVL72. The rack, equipped with 72 Nvidia Blackwell Ultra GPUs and 36 Grace CPUs, could boost artificial intelligence (AI) output up to 50-fold, with optimized inference performance and an in-house coolant unit to improve thermal efficiency in high-density setups, the company said.
Pegatron would continue working with Nvidia on GB300 solutions to serve existing customers, while also seeking to attract new customers, Pegatron co-CEO Gary Cheng (鄭光志) said.
The company has also identified potential opportunities in Japan and the Middle East, and hopes to achieve some progress in the near term, Cheng said.
Pegatron chairman Tung Tzu-hsien (童子賢) said the rise of AI has helped Taiwan solidify its leading position in the industry, and develop close partnerships with Silicon Valley and US brand customers.
Tung said that this year’s Computex would help the world recognize the importance of hardware manufacturing and reassess the value of Taiwanese suppliers.
“Just as a fence needs three stakes for support, a hero needs allies to succeed,” Tung said, adding that Taiwan can be the most friendly, diligent and proactive partner for the global technology industry amid the AI revolution.
Pegatron’s quadruped robot dog, Simba, is also on display at the company’s booth, with Tung saying that more animal-inspired robots equipped with advanced intelligence, mobility and sensors, such as robot camels, elephants or buffaloes, might one day assist humans with tasks.
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