Rumor: Strong demand for AI servers led Dell to add Compal Electronics as a new server partner in Taiwan, media report, adding Dell has placed orders worth hundreds of billions of Taiwan dollars (NT$100 billion = US$3.3 billion), with deliveries to begin in the 2nd half of the year. Dell is cited as the reason for Compal’s US$300 million investment in a North America server factory. 1/2 $Dell Tech(DELL.US) $NVIDIA(NVDA.US) #compal
Source: Dan Nystedt
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