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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.
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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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