Hon Hai Precision Industries
💡 Foxconn (Hon Hai Precision Industries) announces that they plan to begin shipping Nvidia's latest AI server “GB200” system by the end of this year $NVDA
1 ️ ︎ Presentation Overview
Foxconn spokesman James Wu stated that the most important growth driver in 2024 is the AI server business, and he explained that small shipments will begin at the end of the year and plans to increase production volume early next year. In particular, it was added that it is normal for shipping schedules to be dynamically adjusted when new product specs and technology are drastically upgraded, and it is emphasized that it will be the supplier that will ship the first GB200 system.
2 ️ ECT $NVDA GB200 SERVER SYSTEM ABOUT THE SYSTEM
The GB200 server system is expected to have significant performance improvements compared to the conventional H100 and H200 series, and according to Nvidia, the GB200 NVL72 system provides up to 30 times the performance compared to the H100 system.
Advanced chip packaging technology provided by Taiwan Integrated Circuit Manufacturing (TSMC) is necessary for the development of this new system, but since TSMC is facing supply restrictions, and furthermore, redesign of many important components such as new power management systems and thermal management systems is required, long-term testing is required before shipment.
📍 Future prospects
Foxconn's confirmation of the GB200 shipping plan suggests that the AI computing revolution is entering a new phase. NVIDIA $NVDA's innovative GB200 system will dramatically improve AI computational capabilities, and there is a high possibility that it will have a ripple effect on various industries.
Meanwhile, supply chain restrictions and technical issues are important factors affecting the speed of this innovation. It is necessary to carefully evaluate the rapid growth of the AI server market and the opportunities and risks associated with it.
1 ️ ︎ Presentation Overview
Foxconn spokesman James Wu stated that the most important growth driver in 2024 is the AI server business, and he explained that small shipments will begin at the end of the year and plans to increase production volume early next year. In particular, it was added that it is normal for shipping schedules to be dynamically adjusted when new product specs and technology are drastically upgraded, and it is emphasized that it will be the supplier that will ship the first GB200 system.
2 ️ ECT $NVDA GB200 SERVER SYSTEM ABOUT THE SYSTEM
The GB200 server system is expected to have significant performance improvements compared to the conventional H100 and H200 series, and according to Nvidia, the GB200 NVL72 system provides up to 30 times the performance compared to the H100 system.
Advanced chip packaging technology provided by Taiwan Integrated Circuit Manufacturing (TSMC) is necessary for the development of this new system, but since TSMC is facing supply restrictions, and furthermore, redesign of many important components such as new power management systems and thermal management systems is required, long-term testing is required before shipment.
📍 Future prospects
Foxconn's confirmation of the GB200 shipping plan suggests that the AI computing revolution is entering a new phase. NVIDIA $NVDA's innovative GB200 system will dramatically improve AI computational capabilities, and there is a high possibility that it will have a ripple effect on various industries.
Meanwhile, supply chain restrictions and technical issues are important factors affecting the speed of this innovation. It is necessary to carefully evaluate the rapid growth of the AI server market and the opportunities and risks associated with it.
References
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