Long-term Value InvestorNvidia DGX GB200 AI servers will be put into production in the second half of 2024. By 2025, the total production is expected to reach 40,000 units, with Taiwan's Foxconn and Quanta being the two largest suppliers for NVL72 and NVL36 server racks. Foxconn will produce all NVL72 racks - each NVL72 contains 72 GPUs and 36 CPUs, costing 96 million TWD (2.96 million USD) per unit. This will add over 1 trillion TWD (30.8 billion USD) to Foxconn's revenue in 2025. $NVIDIA(NVDA.US) $FII(601138.SH) $FIT HON TENG(06088.HK)
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