NVIDIA's GB300 GPU has officially entered mass production, with subsequent deployment planned for the Vera Rubin platform. Wistron reported Q2 revenue of NT$895.443 billion, a 5.8% quarter-over-quarter increase, driven by global AI server demand expansion and U.S.-based CSPs promoting supply chain localization.
NVIDIA's next-gen AI compute supply is ramping, indicating a significant increase in available Blackwell-era GPU capacity for hyperscalers and AI infrastructure buildouts.