Orders for Nvidia GB300 AI servers are so big they are “unimaginable” said the head of Quanta Computer’s AI server business, Mike Yang, media report, adding AI server shipments will peak in the 4th quarter this year, while the 3rd quarter remains a transition period between old and new (GB300) products. 1/2 $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) #semiconductors #GB300 #AIservers
Source: Dan Nystedt
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