Gigabyte Technology, a smaller yet prominent AI server maker in Taiwan, said shipments of Nvidia GB200 and GB300-based servers have been smooth and GB-based servers will account for 20% of its AI server revenue in the 4th quarter, media report, adding it forecast double-digit shipment growth for AI servers in 2026, as it has strong visibility through end-2026. AI servers will make up 60% of company revenue this year and 80% of server business revenue. $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US) #AIservers #Semiconductor
Source: Dan Nystedt
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