Shipments of Nvidia GB300-based servers are planned for the August-September time frame, said Wiwynn President William Lin, media report, adding the pace at which Nvidia rolls out new products is so fast, neither supply chain partners nor clients can keep up, but “no one dares” fall behind. He expects AI server shipment momentum to continue to accelerate this year, with strong gains for both GPU and ASIC based servers. $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $AMD(AMD.US) $Intel(INTC.US) #Wiwynn #AIservers #semiconductors
Source: Dan Nystedt
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