Meta has placed big orders to Taiwan's Quanta Computer for customized AI servers based on its next-generation ASIC (own chip, made with Broadcom), media report, noting Chenming Electronic is making cabinets, some liquid cooling parts, and sidecars for the servers. The order is seen at up to 6,000 cabinets, shipped by year-end. 1/2 $Meta Platforms(META.US) $Broadcom(AVGO.US) #semiconductors
Source: Dan Nystedt
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