Nvidia GB300-based AI server shipments sent February revenue at Quanta up 43.2% year-on-year to NT$215.6 billion (US$6.8B), the 3rd straight month over NT$200B, media report. Quanta plans to spend NT$30 billion to expand capacity this year, up from NT$20 billion last year, as it sees triple digit (over 100%) growth in AI server revenue this year. Laptop shipments hit 2 million units. Quanta expects laptops, previously its top product, to drop below 20% of revenue this year. $NVIDIA(NVDA.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Oracle(ORCL.US) #Quanta #AIserver #semiconductors

Source: Dan Nystedt