Shulou(Shulou.com)11/24 Report--

CTOnews.com October 31 news, according to CTEE reports, NVIDIA plans to launch AI accelerator card GB200 (B100) in 2024, has entered the supply chain certification stage.

Foxconn is actively seeking orders for B100 accelerator cards and plans to become the second supplier of B100 substrates. However, unofficial sources said that NVIDIA, due to various factors such as yield, was 100% supplied by Wistron at the beginning of mass production of B100 accelerator cards.

It is worth noting that Foxconn's Honghe Technology is actively producing H100 products and is a strong competitor for orders.

CTOnews.com Note: Nvidia's current mainstream H100 series GPU module and substrate suppliers are mainly Weichuang Zitong and Foxconn, and the rapid development of artificial intelligence intensifies competition between assembly plants.

As the exclusive supplier of H100 substrates in NVIDIA DGX and HGX architectures, Wistron also exclusively supplies motherboards and assembled AI servers for DGX. Wistron's AI server-related business continued to grow as shipments of H100 series AI servers based on NVIDIA DGX and HGX architectures grew steadily in the second half of the year.

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