On October 8th, at Foxconn's annual Technology Day, Benjamin Ting, Senior Vice President of the Enterprise Solutions Business Group at Foxconn, announced that Foxconn is building the world's largest GB200 production facility.
Regarding Hon Hai Group's production of the world's largest GB200 production facility, Nvidia has not confirmed with First Financial reporters. Nvidia's Huang Renxun did not attend this year's Foxconn Technology Day. However, according to Nvidia's official blog released on October 7, Nvidia is working with Foxconn to build the largest supercomputer in Taiwan, China.
Today, Foxconn announced its project at the Kaohsiung Supercomputing Center on its annual technology day. The project is built on Nvidia's Blackwell architecture and uses the GB200 NVL72 platform, which includes 64 racks and 4608 Tensor Core GPUs. Its AI performance is expected to exceed 9 trillion floating-point operations and become one of the world's most powerful supercomputers. The first phase is expected to be put into operation in mid-2025, and the comprehensive deployment plan is scheduled to be completed by 2026.
In addition to investing in the construction of supercomputing centers, Foxconn Chairman Liu Yangwei also stated that Foxconn will be the first to launch Nvidia's supercomputers in its switches and artificial intelligence data centers. He said that the servers being manufactured by Hon Hai Group reflect the demand for Nvidia Blackwell chips; quot; It's much better than imagined; quot;。
Liu Yangwei expects that the company is currently expected to launch Nvidia's next-generation Blackwell GPU in the fourth quarter of this year. He added that Hon Hai Group is building a new factory in Mexico to help meet the huge demand for the product.
Behind the cooperation, Hon Hai Group is shifting from being Apple's largest supplier to producing AI servers for several major global tech giants such as Amazon, Google, Microsoft, and Nvidia. Gartner analyst Sheng Linghai told First Financial reporters:; quot; Hon Hai provides some OEM services to Nvidia and also sells servers directly to Nvidia's customers, which is different from Nvidia's partners such as AMD having their own brands& amp;quot;
&Amp; quot; I think for the artificial intelligence server industry, we still have some time to grow& amp;quot; Liu Yangwei told the media on the same day that; quot; With the enhancement of General Artificial Intelligence (AGI) capabilities, the era of artificial intelligence devices will be another industry that we should closely monitor& amp;quot;
Regarding Blackwell's demand situation, Huang Renxun publicly stated last week that Blackwell's demand and; quot; Crazy& quot;。" Everyone wants to have the most chips, and everyone wants to be the first to own them& amp;quot; Huang Renxun stated. The expected price of Blackwell chips is between 30000 and 40000 US dollars.
Another company benefiting from the demand boom for Nvidia AI chips is Super Micro. The company announced on Monday that it currently ships over 100000 GPUs per quarter and has launched a new liquid cooling product (DLC), causing its stock price to rise nearly 16% on the same day.
Ultra Micro's liquid cooling technology is more energy-efficient than the air cooling technology used in some data centers and can achieve; quot; Highest GPU rack density& quot;。 It is reported that each rack can accommodate up to 96 Nvidia Blackwell B200 chips.
According to industry insiders, the company has a high priority in obtaining Nvidia AI chips. At the beginning of this year, the company became the biggest beneficiary of the peak of the artificial intelligence boom, with its stock price skyrocketing by more than ten times, even surpassing Nvidia's increase.
AMD has close relationships with chip giants such as Nvidia, AMD, and Intel, and is an important partner for these manufacturers. The computers produced by the company are used by some cloud service providers for AI servers. Research firm eMarketer believes that AMD's DLC solution will help the company gain market share, especially after Nvidia's Blackwell GPU is officially launched in the market later this year.
According to a research report by Loop Capital, based on the collaboration between AMD and its clients, AMD remains the primary supplier of choice for Nvidia's original equipment manufacturers (OEM/ODM) throughout the entire Blackwell cycle until 2026. Through Nvidia's latest generation AI chip Blackwell, AMD's gross profit margin and operating profit margin are expected to recover to over 14% and 10%, respectively.