Wistron's North American factory has officially started mass production of NVIDIA's GB300, with plans to gradually introduce the next-generation VeraRubin platform. Institutional investors project Wistron's EPS to reach NT$19.67 next year, nearly double its book value.
Wistron's GB300 mass production signals the ramp of next-gen AI server supply, validating NVIDIA's Blackwell platform demand and setting a new revenue path for ODMs.