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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
101 Following    4.4K Followers
Gigabyte’s September revenue hit a record NT$63.10 billion, driven by AI server shipments, MoneyDJ reports. That was up 33.1% from August and 125.5% year over year. AI server revenue topped NT$50 billion, up from just over NT$15 billion a year earlier. HGX systems accounted for most of its AI server shipments in September. The report expects shipments of NVL72 and other higher-spec AI servers to rise in Q4.
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