Quanta Computer Inc (廣達), which makes servers and laptops on a contract basis, yesterday said its shipments of artificial intelligence (AI) servers powered by Nvidia Corp’s GB300 chips have increased steadily since last month, should surpass those of the GB200 models this quarter.
The production of GB300 servers has gone much more smoothly than that of the GB200, with shipments projected to increase sharply next month, Quanta executive vice president Mike Yang (楊麒令) said on the sidelines of a technology forum in Taipei.
While orders for GB200 servers gradually decrease, the production transition between the two server models has been smooth, Yang said.
Photo: Fang Wei-chieh, Taipei Times
Quanta’s server business revenue has grown about 50 percent from a year earlier, with newly added production capacity quickly loaded, he said.
“I believe this year will be another year of very strong performance,” Yang said.
Quanta mainly produces GB300 servers in the US, with some in Taiwan due to limited local capacity, he said.
The company has been investing in the US for more than 20 years, which gives it a clear manufacturing advantage there, he said.
This year, the company has launched eight investment projects in the US, as demand continues to outpace supply, he added.
Aside from the US, the company has also been expanding capacity in Thailand, where it operates about 80 surface mount technology (SMT) production lines, a figure expected to exceed 100 by the second half of next year, Yang said.
Quanta is considering installing one or two SMT lines in the US to support research and development of new products, he said.
However, the company has no plans to significantly expand capacity in Taiwan due to land and electricity constraints, he added.
As technology development accelerates, the company’s cooperation with suppliers has also evolved, Yang said.
Quanta is collaborating with several upstream material suppliers, including copper clad laminate, printed circuit board and glass fiber cloth makers, he said.
The company usually works with two to three sources simultaneously to ensure stability and flexibility in server production, he added.
Regarding AI chip competition, Yang said that while Nvidia remains the market leader and other companies including Advanced Micro Devices Inc are gradually catching up, there would not be a clear winner in the short term.
The competition among multiple players would likely intensify over the next two years, he added.
In Italy’s storied gold-making hubs, jewelers are reworking their designs to trim gold content as they race to blunt the effect of record prices and appeal to shoppers watching their budgets. Gold prices hit a record high on Thursday, surging near US$5,600 an ounce, more than double a year ago as geopolitical concerns and jitters over trade pushed investors toward the safe-haven asset. The rally is putting undue pressure on small artisans as they face mounting demands from customers, including international brands, to produce cheaper items, from signature pieces to wedding rings, according to interviews with four independent jewelers in Italy’s main
Japanese Prime Minister Sanae Takaichi has talked up the benefits of a weaker yen in a campaign speech, adopting a tone at odds with her finance ministry, which has refused to rule out any options to counter excessive foreign exchange volatility. Takaichi later softened her stance, saying she did not have a preference for the yen’s direction. “People say the weak yen is bad right now, but for export industries, it’s a major opportunity,” Takaichi said on Saturday at a rally for Liberal Democratic Party candidate Daishiro Yamagiwa in Kanagawa Prefecture ahead of a snap election on Sunday. “Whether it’s selling food or
CONCERNS: Tech companies investing in AI businesses that purchase their products have raised questions among investors that they are artificially propping up demand Nvidia Corp chief executive officer Jensen Huang (黃仁勳) on Saturday said that the company would be participating in OpenAI’s latest funding round, describing it as potentially “the largest investment we’ve ever made.” “We will invest a great deal of money,” Huang told reporters while visiting Taipei. “I believe in OpenAI. The work that they do is incredible. They’re one of the most consequential companies of our time.” Huang did not say exactly how much Nvidia might contribute, but described the investment as “huge.” “Let Sam announce how much he’s going to raise — it’s for him to decide,” Huang said, referring to OpenAI
The global server market is expected to grow 12.8 percent annually this year, with artificial intelligence (AI) servers projected to account for 16.5 percent, driven by continued investment in AI infrastructure by major cloud service providers (CSPs), market researcher TrendForce Corp (集邦科技) said yesterday. Global AI server shipments this year are expected to increase 28 percent year-on-year to more than 2.7 million units, driven by sustained demand from CSPs and government sovereign cloud projects, TrendForce analyst Frank Kung (龔明德) told the Taipei Times. Demand for GPU-based AI servers, including Nvidia Corp’s GB and Vera Rubin rack systems, is expected to remain high,
RSS