Tonight, an expert from Super Micro Computer (Asia Pacific r...
Tonight, an expert from Super Micro Computer (Asia Pacific region) shared the following insights:
Server market competition is fierce with aggressive price cutting; Dell is reportedly grabbing orders at zero profit margin, specifically for Shopee's needs.
The liquid cooling market is intensely competitive with no entry barriers and lacking production capacity.
Delivery of B-series cards is still six months away.
Customers show no interest in purchasing the NVL72 and maintain a cautious stance towards the GB200.
Clients have realized that their computing power is underutilized and saturated, leading them to reconsider investments in AI clusters. There is notably low demand in Southeast Asia, Japan, and South Korea.
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poem_view : In fact, with the development of science and technology wars, the so-called high technology threshold is getting lower and lower. Profits will also get lower.