Gigabyte Technology Co (技嘉) expects strong order visibility for its artificial intelligence (AI) servers to extend to next year, as major customers begin planning their new spending, chairman Dandy Yeh (葉培城) said after the company’s annual general meeting in Taoyuan’s Jhongli District (中壢) yesterday.
“All aspects of the business are moving in a positive direction at this stage,” Yeh said, adding that the company’s revenue growth this year could outpace last year’s pace.
Shareholders yesterday approved proposals to distribute cash dividends of NT$12 per share, representing a payout ratio of 65.93 percent based on the company’s earnings per share of NT$18.2 last year.
Photo: CNA
Gigabyte showcased its AI servers powered by Nvidia Corp’s graphics processors at the Computex trade show in Taipei last week.
Regarding speculation that Nvidia’s Vera Rubin platform could undergo specification changes due to a shortage of memory chips, Yeh said such adjustments are a normal part of new product development, which often involves specification refinements to address early-stage yield and power consumption issues.
In the second half of this year, Gigabyte’s AI servers would be primarily based on the Nvidia B300 and GB300 platforms, Yeh said. The company would begin small-volume shipments of Vera Rubin-based products, he said.
In contrast to strong growth in AI server shipments, PC shipments would grow more slowly this year amid memory shortages and rising component prices, Yeh said.
As customers are prioritizing supply availability over pricing, it is relatively easier to communicate with them and pass on higher costs, as long as Gigabyte can ensure stable supply, he said.
Asked about the trend of rising AI computing extending from the cloud to end-user devices, Yeh said AI PCs would serve as an important platform for agentic AI applications.
While more AI workloads are expected to be processed on local devices, cloud computing would still be needed, he said. A hybrid computing architecture that combines cloud and edge AI would open up new growth opportunities for the industry, he added.
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