Reported 12 months ago
NVIDIA's CEO Huang Renxun delivered the first high-end AI server DGX H200 to customer OpenAI in late March, with mass shipments expected after the second quarter and various partners like HPE and Lenovo gearing up to ship H200 products in the second half of the year. However, with the launch of the next-generation Blackwell platform accelerated by at least one to two quarters, customers may shift to the B100/B200 series. Despite this, server business for partners like Quanta and ASUS is expected to boom in the second half of the year, ensuring a strong year-round performance in the server industry.
Source: YAHOO