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AI server industry sales are expected to “double” by 2024
- WBOYforward
- 2023-09-16 17:45:07537browse
According to news from this site on August 31, according to Taiwanese media "ETtoday", Nvidia GPU supply chain Yunda Technology predicts that sales in the AI server industry will double by 2024, as companies gradually transform AI into Integrated into operations and services, this industry demand "will last longer".
Yang Qinghua is the president of Yunda Technology. In an interview with Taiwanese media, he said that the boom in artificial intelligence will continue and its growth will become stronger and stronger in the next few years
Yang Qinghua said that industry component suppliers are currently working together to increase production capacity to help alleviate the continued shortage of Nvidia AI chips. Nvidia has not committed to meeting all customer needs next year, and the chip gap remains large. Werder Technology will assist Nvidia in solving the current supply chain shortage problem
Yang Qinghua also said that Werder Technology generates billions of dollars in revenue every year, and AI servers account for 65% of its total sales (this year Site note: Yunda Technology OEMs chips from NVIDIA, Intel, Google and other manufacturers, not just focusing on NVIDIA).
According to the news, Yunda Technology is currently competing directly with Foxconn. According to research firm TrendForce, global shipments of artificial intelligence servers are expected to increase at a compound annual growth rate of 29% between 2022 and 2026. In the current craze of artificial intelligence, the supply chain will also directly benefit
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