Dan Nystedt(@dnystedt):Pegatron expects over 10-fold growth in AI server revenue this year amid strong demand for Nvidia GB-series, B200 and B300-platform servers, executives said, media report, adding Pegatron’s AI server business has expanded Neo Cloud clients to now including Hyperscalers as well, and full L11 & L12 models. Pegatron’s 2nd quarter net profit rose 1,463.8% year-on-year to NT$4.49 billion. $CRWV $NBIS #AIservers

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

参加 June 2009

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Dan Nystedt@dnystedt

2026.08.13 01:21

Pegatron expects over 10-fold growth in AI server revenue this year amid strong demand for Nvidia GB-series, B200 and B300-platform servers, executives said, media report, adding Pegatron’s AI server business has expanded Neo Cloud clients to now including Hyperscalers as well, and full L11 & L12 models. Pegatron’s 2nd quarter net profit rose 1,463.8% year-on-year to NT$4.49 billion. $CRWV $NBIS #AIservers#