NVIDIA is reportedly considering a major shift for its upcoming GB300 AI servers, moving towards a socketed design for its Blackwell Ultra AI chips. This change could offer significant benefits in terms of production flexibility, maintenance, and yield rates, although it may come at the cost of slightly reduced performance.
Results for: Servers
NVIDIA’s highly anticipated GB200 AI servers are expected to begin production in September and October. These servers, which boast advanced liquid cooling systems, are crucial for NVIDIA’s AI strategy, but present unique challenges and increasing costs.
Dell Technologies Inc. (DELL) shares are climbing after reporting strong second-quarter results, exceeding revenue and earnings estimates. The company expects continued growth fueled by AI server investments and a recovering PC market. Analysts are optimistic, citing Dell’s diverse portfolio and strong position in enterprise servers and storage.
Taiwanese tech giant Foxconn, a major supplier to Apple and other tech companies, has reported record revenue and earnings for the June quarter, fueled by strong growth in artificial intelligence (AI) server sales. The company, officially known as Hon Hai Precision Industry, expects this momentum to continue, forecasting significant growth in AI server revenue for the remainder of the year.
Ashwini Vaishnaw, Minister of Electronics and Information Technology, stated that the framework for the Digital Personal Data Protection (DPDP) law is in its advanced stages and industry consultations will commence soon. He also highlighted key focus areas for the next five years, including developing India into a global electronics manufacturing hub, achieving self-reliance in semiconductor chips, laptops, and servers, as well as establishing a digital platform for implementing DPDP rules.