Taiwan AI server maker Inventec plans to double capex this year to US$1 billion or more amid continued strong demand for AI computing, media report, adding servers based on ASIC chips (non-Nvidia) will make up 50% of server shipments for Inventec this year. The company’s AI server shipments doubled last year, and accounted for 50% of overall server shipments. $Alibaba(BABA.US) $Baidu(BIDU.US) $Meta Platforms(META.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) #inventec #AIserver
Source: Dan Nystedt
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