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Hong Kong stocks movements | FIT HON TENG (06088) fell nearly 7% during the session, and the supply chain for GB200 cabinets still requires time for optimization. NVIDIA is about to launch GB300.
FIT HON TENG (06088) fell nearly 7% during trading, and as of the time of writing, it is down 4.48%, priced at 3.41 Hong Kong dollars, with a transaction amount of 90.2562 million Hong Kong dollars.
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NVIDIA (NVDA.US) CFO provides reassurance: The shipment progress of the Blackwell chip is smooth, and growth in the Datacenter Business can be expected.
The shipment volume of the new Blackwell chip is steadily increasing, and the new fiscal year is "definitely a year of growth" for the Datacenter Business.
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Morgan Stanley: The design of GB300 has changed, and the AI supply chain will undergo a transformation.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
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AI Chip Business lags behind competitors, Samsung Electronics' Q4 profits fall far below expectations.
The failure in the AI chip Business led to a decline in Samsung's profits.
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