Quanta, the AI server giant, sees triple-digit growth for AI server sales this year, and said capacity is now full, media report, citing Senior VP Mike Yang:
-GB300 server shipments likely to start in September, Q4 mass production-GB200 server shipments began in March-H200 servers still lead in Q1, will continue in Q2$NVIDIA(NVDA.US) #semiconductors #semiconductor #AIserver #serversSource: Dan Nystedt
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