According to the news, the NVIDIA DGX GB200 AI server will be put into production in the second half of the year, with Hon Hai and Quanta as suppliers

IT House

2024-05-04 23:11Posted on the official account of Shandong IT Home

IT Home reported on May 4 that Taiwan, China's Taiwan Economic Daily, said that NVIDIA's latest super AI server DGX GB200 will start mass production in the second half of this year, and it is expected that the output will reach up to 40,000 units in 2025.

Liao Xianyi, head of the foreign investment group of Fubon Investment Advisory, said that the DGX GB200 system cabinet is divided into three categories, namely DGX NVL72, NVL32 and HGX B200, of which DGX NVL72 is the AI system with the highest unit price and the strongest computing power in the series, with 72 built-in B200 GPUs and 36 Grace CPUs, equipped with 9 switches, the whole machine design is led by NVIDIA and cannot be modified, but ODM manufacturers can design their own I/O and Ethernet connection systems.

It is said that Hon Hai and Quanta are the largest suppliers of NVL72 and NVL36 cabinets, respectively. The NVL72 is expected to contribute NT$132 million to Hon Hai's revenue in 2025, doubling this year and accounting for 13% of Hon Hai's revenue, while this year's order book is estimated to be NT$609 billion, accounting for less than 10% of revenue.

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