Nvidia GB300-based AI server shipments from Quanta Computer will begin in small quantity from September and gradually increase, media report, citing CFO Elton Yang. Demand for AI servers remains strong but 3rd quarter sales will be flat with Q2 as customers transition to GB300 servers from GB200. 1/2 $NVIDIA(NVDA.US) #AIservers #semiconductors
Source: Dan Nystedt
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