[新聞] 廣達接AI伺服器GB200大單預計9月量產
原文標題:廣達接AI伺服器GB200大單預計9月量產
今年出貨比先前預期更樂觀
原文連結:https://www.nownews.com/news/6411923
發布時間:2024-04-23 14:50:09
記者署名:記者魏妤庭/台北報導
原文內容:
代工大廠廣達今(23)日對外證實,搭載輝達AI晶片GB200伺服器預計9月量產,4大雲端
服務供應商廠客戶需求大,今(2024)年伺服器出貨量維持雙位數成長,動能較先前預期
更樂觀。
有「地表最強AI晶片」的輝達伺服器GB200備受外界矚目,根據研調機構集邦科技(
TrendForce)在日前便指出,輝達Blackwell新平台產品需求看增,供應鏈對GB200寄予厚
望,預計2025年出貨量有機會突破百萬顆,佔輝達高階GPU近4到5成。
廣達表示,GB200伺服器正在開發中,依照目前晶片進度來看,系統端最快9月便可以開始
量產出貨,而大型雲端服務供應商廠均相當看好全新的Blackwell架構,且需求量大,初
期訂單量不小。
同時,廣達表示,看好廣達整體伺服器出貨量,今年將逐季增溫,預估全年伺服器出貨量
雙位數成長,隨著GPU迭代加速,對伺服器出貨量預估更是持「更樂觀」的雙位數。新的
大型語言模型(LLM)持續推出,帶動客戶端對訓練需求升溫,連帶帶動AI伺服器出貨量
,因此預期今年伺服器營收佔比,將從去年的超過2成達到超過5成,躍升成伺服器產業線
中最大宗。
因應客戶需求,廣達表示,海外廠區持續有新產能開出,包含美國加州Fremont廠、田納
西州Nashville等廠區,皆在今年開出新產能,德國組裝廠也會投產。
心得/評論:
林百里果然懂玩 昨天股價收跌在前波起漲點 228 之前 今天就發布重大利多
高毛利的AI伺服 今年營收占比居然超過五成 而且海外不斷擴廠 鈔票數不完
--
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