Market news has come out that the GB200 AI server will be dumped soon. Microsoft, Google, Meta, and Amazon AWS are all competing to purchase the highest specification GB200 NVL72 cabinet. Hon Hai's NVL72 orders have been overwhelming, and its stock price has reached a new high in over three months. (Recap: AMD releases new chip MI325X to compete with Nvidia, but Nvidia's Blackwell orders for the next year have already been overbooked.) (Background: Nvidia is involved in concealing over $1 billion in revenue from miners buying GPUs, and the US Department of Justice and SEC support the collective lawsuit against Nvidia.) The GB200 AI server equipped with the "world's strongest AI chip" Nvidia GB200 will be dumped one after another in the near future. According to reports from Economic Daily News and Commercial Times, major cloud service providers (CSPs) such as Microsoft, Google, Meta, and Amazon AWS are expanding their purchases of higher-spec GB200 NVL72 cabinets. As the largest winner of the GB200 server contract manufacturer, Hon Hai Group has received a flood of orders in recent times and its server business is booming. Hon Hai, which has won 60% of the GB200 AI server orders, stated earlier that it will become the world's first company to mass-produce and deliver these servers. Production is expected to begin in November, with dumping in December and a large volume in the first half of next year. Hon Hai Chairman Liu Yangwei previously stated that the demand for AI servers is like that of major customers, and the situation is "very crazy," so Hon Hai will adjust its production capacity accordingly to support demand. Hon Hai also revealed recently that due to the influx of orders for NVL72 cabinets, it is planning to build the "world's largest GB200 server production base" in Mexico, providing the advantage of nearby supply and successfully attracting the attention of Nvidia. It is understood that Nvidia's GB200 server is divided into two types of cabinets, NVL36 and the highest-level NVL72, depending on the number of CPUs and GPUs in series. The industry originally expected the NVL36 with good cost performance to perform well, but recently there has been a trend of CSP giants snapping up NVL72 cabinets, making NVL72 the mainstream of the market. The willingness of customers to purchase NVL36 mechanisms is generally low, and they have been relegated to the cold palace. Institutional investors said that the average unit price of the NVL72 cabinet is about $3 million (NT$96 million), which is 66% higher than the average selling price of the NVL36 cabinet of $1.8 million (approximately NT$57.6 million). Hon Hai's massive NVL72 orders will significantly help the group's revenue and profitability. In terms of revenue performance, the cumulative revenue for the first three quarters of this year reached NT$4.7276 trillion, a year-on-year increase of 9.73%, an all-time high. The market expects the year-on-year revenue growth rate in the fourth quarter to reach as high as 17%. It is expected that the GB200 NVL72 related issues will become the focus of institutional investors in Hon Hai's November investor conference, and Hon Hai's stock price rose as much as 2.54% to reach a new high in over three months on Monday morning. Since October, Hon Hai's stock price has risen more than 15% from NT$187 to NT$216 before press time. It is worth mentioning that Huang Renxun, CEO of Nvidia, previously stated that the supply of Blackwell chips for the next 12 months has already been overbooked, and the demand for GB200 servers is also extremely strong on the supply side such as Hon Hai, further alleviating market concerns about the coldness of AI and the bursting of the GPU bubble. Related reports: Nvidia's market capitalization once surpassed Apple's peak! Tesla expands chip procurement to help, experts: avoiding this risk is expected to continue rising. Optimistic about Nvidia's further rise of 40%》Wall Street bets on the new generation of Blackwell chips to boost Nvidia's revenue and plans to launch a downgraded version of "B20" for China. Nvidia GTC conference》Introducing the top GPU architecture Blackwell and the strongest chip GB200! But AI concept coins such as Near, RNDR, and AGIX have all fallen. Morgan Stanley is optimistic: Nvidia's Blackwll chip will be dumped in Q4 as planned, and six supply chain companies including TSMC will benefit. Hon Hai's GB200 "highest-level AI server" is being snapped up by cloud giants! Hon Hai contract manufacturing explodes: demand is extremely crazy. This article was first published on BlockTempo.
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NVIDIA GB200 'Top AI Server' Cloud Factory Rush! Foxconn's OEM burst order: Demand is crazy.
Market news has come out that the GB200 AI server will be dumped soon. Microsoft, Google, Meta, and Amazon AWS are all competing to purchase the highest specification GB200 NVL72 cabinet. Hon Hai's NVL72 orders have been overwhelming, and its stock price has reached a new high in over three months. (Recap: AMD releases new chip MI325X to compete with Nvidia, but Nvidia's Blackwell orders for the next year have already been overbooked.) (Background: Nvidia is involved in concealing over $1 billion in revenue from miners buying GPUs, and the US Department of Justice and SEC support the collective lawsuit against Nvidia.) The GB200 AI server equipped with the "world's strongest AI chip" Nvidia GB200 will be dumped one after another in the near future. According to reports from Economic Daily News and Commercial Times, major cloud service providers (CSPs) such as Microsoft, Google, Meta, and Amazon AWS are expanding their purchases of higher-spec GB200 NVL72 cabinets. As the largest winner of the GB200 server contract manufacturer, Hon Hai Group has received a flood of orders in recent times and its server business is booming. Hon Hai, which has won 60% of the GB200 AI server orders, stated earlier that it will become the world's first company to mass-produce and deliver these servers. Production is expected to begin in November, with dumping in December and a large volume in the first half of next year. Hon Hai Chairman Liu Yangwei previously stated that the demand for AI servers is like that of major customers, and the situation is "very crazy," so Hon Hai will adjust its production capacity accordingly to support demand. Hon Hai also revealed recently that due to the influx of orders for NVL72 cabinets, it is planning to build the "world's largest GB200 server production base" in Mexico, providing the advantage of nearby supply and successfully attracting the attention of Nvidia. It is understood that Nvidia's GB200 server is divided into two types of cabinets, NVL36 and the highest-level NVL72, depending on the number of CPUs and GPUs in series. The industry originally expected the NVL36 with good cost performance to perform well, but recently there has been a trend of CSP giants snapping up NVL72 cabinets, making NVL72 the mainstream of the market. The willingness of customers to purchase NVL36 mechanisms is generally low, and they have been relegated to the cold palace. Institutional investors said that the average unit price of the NVL72 cabinet is about $3 million (NT$96 million), which is 66% higher than the average selling price of the NVL36 cabinet of $1.8 million (approximately NT$57.6 million). Hon Hai's massive NVL72 orders will significantly help the group's revenue and profitability. In terms of revenue performance, the cumulative revenue for the first three quarters of this year reached NT$4.7276 trillion, a year-on-year increase of 9.73%, an all-time high. The market expects the year-on-year revenue growth rate in the fourth quarter to reach as high as 17%. It is expected that the GB200 NVL72 related issues will become the focus of institutional investors in Hon Hai's November investor conference, and Hon Hai's stock price rose as much as 2.54% to reach a new high in over three months on Monday morning. Since October, Hon Hai's stock price has risen more than 15% from NT$187 to NT$216 before press time. It is worth mentioning that Huang Renxun, CEO of Nvidia, previously stated that the supply of Blackwell chips for the next 12 months has already been overbooked, and the demand for GB200 servers is also extremely strong on the supply side such as Hon Hai, further alleviating market concerns about the coldness of AI and the bursting of the GPU bubble. Related reports: Nvidia's market capitalization once surpassed Apple's peak! Tesla expands chip procurement to help, experts: avoiding this risk is expected to continue rising. Optimistic about Nvidia's further rise of 40%》Wall Street bets on the new generation of Blackwell chips to boost Nvidia's revenue and plans to launch a downgraded version of "B20" for China. Nvidia GTC conference》Introducing the top GPU architecture Blackwell and the strongest chip GB200! But AI concept coins such as Near, RNDR, and AGIX have all fallen. Morgan Stanley is optimistic: Nvidia's Blackwll chip will be dumped in Q4 as planned, and six supply chain companies including TSMC will benefit. Hon Hai's GB200 "highest-level AI server" is being snapped up by cloud giants! Hon Hai contract manufacturing explodes: demand is extremely crazy. This article was first published on BlockTempo.