Foxconn becomes Nvidia's largest supplier of GB300

NVIDIA is expected to reveal the next-generation GB300 AI server product line at the GTC conference in March next year, while Foxconn and Quanta have already taken action and entered the research and development design stage of GB300 in order to seize business opportunities in advance. It is reported that NVIDIA has preliminarily determined the order configuration of GB300, and Foxconn is still the largest supplier, and it is expected to launch physical products in the first half of next year. Despite being named, the Taiwan supply chain of GB300 did not comment on this. NVIDIA CEO Huang Renxun has also mentioned before that NVIDIA will also follow the strategy of "pushing one generation of AI products a year." It is understood that Foxconn is still NVIDIA's most important partner in the GB300 era and has obtained the largest share of orders. The main reason is that the resources of the Foxconn Group are highly vertically integrated, which enables them to become the biggest advantage in taking orders for NVIDIA's GB300 AI servers.