Nvidia Taps Taiwanese Supplier Nan Juen for Key Role in AI Server Production
Portfolio Pulse from Anusuya Lahiri
Nvidia has partnered with Taiwanese supplier Nan Juen for the production of AI server rail kits, with shipments expected by late 2024. This collaboration is part of Nvidia's strategy to enhance its AI server capabilities, potentially driving significant data center revenue by 2025.
August 22, 2024 | 3:38 pm
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POSITIVE IMPACT
Nvidia's partnership with Nan Juen for AI server production could enhance its data center revenue, with shipments starting in late 2024.
The partnership with Nan Juen is a strategic move for Nvidia to strengthen its AI server offerings, potentially driving significant revenue in the data center segment by 2025. This aligns with analyst expectations of over $200 billion in data center revenue.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Super Micro Computer's strong demand for AI servers is highlighted alongside Nvidia's new partnership, indicating a robust market environment.
Super Micro Computer's strong performance in the AI server market is mentioned as part of the broader demand context, which is favorable for companies in this sector, including Nvidia.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Apple's supplier Hon Hai Precision Industry is noted for strong AI server demand, reflecting a positive market trend.
While Apple is not directly impacted, its supplier's performance in the AI server market is noted, suggesting a positive trend in the sector.
CONFIDENCE 70
IMPORTANCE 40
RELEVANCE 30