Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter

, Ninelu Tu, Taipei

May 18, 2026, 10:13 0

Credit: DIGITIMES

Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third quarter and aggressive ASIC deployments by cloud providers, the global AI...

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