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Why are Quanta and Foxconn unfazed by GB200 delivery delays?

Aaron Lee, commentary Feb 12, 2025, 09:19 0

Credit: DIGITIMES

The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led to speculation that their performance is linked to smoother shipment...

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