Supermicro (AMD) new generation of Instinct MI300 series gas pedal will soon be unveiled is expected to ship about 300,000 ~ 400,000 of the series in 2024, the largest customer for Microsoft Google, if not limited by TSMC CoWoS capacity shortages and Nvidia has long been booked more than 40% of the production capacity, the Supermicro shipments are expected to be further upward revision.
Supermicro MI300 expected to ship about 300,000~400,000 pcs next year
Previous: 海舶无人船获数千万元Pre-A轮融资
Next: 微软和Meta是英伟达H100GPU最大两个买家