Goldman Sachs reportedly sees production hiccups for AI servers, and slashed 2025 and 2026 shipment forecasts for rack systems to 19,000 (from 31,000) and 57,000 (from 66,000) (144 GPU equivalent), respectively. It also reduced share price targets for key Taiwan AI server and component makers. The news topped Taiwan’s two leading financial dailies. $NVIDIA(NVDA.US) #Foxconn #AIservers #semiconductors #semiconductor https://t.co/KbfMWIc25L
Source: Dan Nystedt
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