Reported 7 months ago
Gigabyte (2376) reported a May revenue of 22.477 billion, down 21.2% monthly but up by 137.15% annually. Analysts anticipate a significant revenue boost in the second half of the year from the upcoming NVIDIA GB200 servers, along with the demand for AI PCs driving graphics card needs. Traditional PC channels are gradually depleting inventory with a resurgence in demand, particularly with the expected explosive growth in AI servers. Gigabyte is projected to ship GB200 server-related products in Q4 this year or Q1 next year, mainly featuring NVIDIA's H100 series. Despite improved AI GPU supply, shipments are still affected by GPU supply constraints. Analysts believe that Gigabyte may challenge the 200 billion in revenue mark for the full year with AI server contributions.
Source: YAHOO