Ai Server News Today

Despite the achievements of Nvidia, companies developing their own AI models are moving towards custom chips as costs escalate, potential compatibility constraints surface, and to circumvent supply shortage from reliance on a solitary provider.

Mitac said the visibility of server orders in 2H23 remains low despite an influx of short lead-time orders, adding that AI servers may increase future revenue.

Sources say Samsung Electronics is establishing a hyperscale data center for storage and analysis of the statistical data collected in semiconductor processes. Big data analysis and cencentration of the data would help future technology development, process automation, and other applications.

Server chassis specialist Chenbro Micom plans to set up a new numerical control turret (NCT) sampling plant in Mexico. It expects the company to generate sequential revenue increases through 4Q23.

Hon Hai Precision Industry (Foxconn) expects to see its second-quarter revenue decrease both sequentially and on-year, due to ongoing inventory adjustments, the traditional off-season, and others.

Miracle and Oracle appear to be preparing for a potential shortage of their own servers, and an agreement to share servers may help ease the problem.

According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising, driven by AI applications such as LLMs.

With the development of the digital economy, new forms of digital industries and business models continue to evolve. Therefore the demand for higher computing power, which is closely linked to digitalization, is also increasing.