[Taiwan Chip News] Nvidia Partner Quanta Expects Double-Digit Growth Rate in AI Servers

Secured Orders for Servers Equipped with NVIDIA GB200
Full-Scale Mass Production Starts in September... "Progressing Smoothly"

Quanta Computer, a Taiwanese artificial intelligence (AI) server manufacturer, announced a surge in AI server orders and expects double-digit growth in server shipments this year. Quanta has secured its first order for server products equipped with NVIDIA's latest AI semiconductor, the 'GB200,' and plans to begin full-scale mass production starting this September.

Yang Chi-ling, Senior Vice President and CEO of Quanta, stated on the 23rd that due to the rapid increase in demand for AI training servers, the proportion of AI server sales this year is expected to rise from 20% last year to over 50%. He said, "The development of servers using NVIDIA's GB200 chip is progressing smoothly, and initial order volumes are substantial."

This growth outlook is attributed to the continuous increase in demand from major cloud service providers such as Google, Microsoft (MS), Amazon AWS, and Meta Platforms. Industry insiders evaluate Quanta's shipment momentum as more positive than expected.

Quanta plans to operate new production lines at its Fremont plant in California, USA, and its Nashville plant in Tennessee. The assembly plant in Germany is also scheduled to start production within the year. This global production expansion serves as a key factor supporting Quanta's server shipment growth.

Vice President Yang received the 18th 2024 ERSO Award at the 2024 VLSI TSA International Symposium. He expressed his ambition, stating, "By leveraging the strengths of generative artificial intelligence (GAI), we aim to improve efficiency and productivity, integrating Quanta's cloud technology QCT products into next-generation telecom to provide world-class AI cloud services."

Quanta's capital expenditure this year is expected to reach 10 billion yuan, a 13.6% increase compared to the previous year, which is regarded as a significant investment supporting the company's ambitious growth strategy.

Taiwan Economic Daily News = Reporter Lin Yilu / Translation = Asia Economy