英伟达GB300下季可望出货

爱集微
Yesterday

英伟达AI服务器供应链已把资源投入GB300,以搭上下一波业绩成长顺风车,系统组装厂商认为第三季度末可望出货;零组件业者则认为,云端服务供应商(CSP)会将GB300定制化成自己要的架构,预期明年第一季度才会大量出货。英伟达CEO黄仁勋在台北国际电脑展主题演讲中表示,Grace Blackwell架构的GB200系统已全面量产,许多CSP已投入实际操作,GB300预计今年第三季度完成升级,进一步...

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