Asustek Computer Inc (華碩電腦) yesterday said it has received orders for its new artificial intelligence (AI) servers powered by Nvidia Corp’s HGX H200 chips, with the first shipments scheduled for next month, fueling already strong server revenue growth.
That would add to the already strong revenue growth from the computer vendor’s new server business, which accounted for about 10 to 15 percent of the company’s total revenue last quarter. More than 80 percent of servers shipped by Asustek are AI-enabled, the company said.
The New Taipei City-based company said the new AI server series, dubbed ESC N8-E11, is equipped with eight Nvidia H200 Tensor graphics processing units (GPUs) and two Intel Corp Xeon central processing units (CPUs), allowing it to handle a variety of AI workloads.
Photo: Cheng I-Hwa, AFP
The new AI server supports both liquid and air cooling systems, Asustek said.
The H200 GPU is more powerful than its predecessor, H100, with twice the memory capacity and 40 percent greater bandwidth, the company said.
A majority of the company’s AI servers to be shipped in the second half of this year would be powered by H200 and H100 chips, both based on Nvidia’s Hopper platform, rather than Nvidia’s new Blackwell GPUs, which face a delay in shipments due to design flaws.
The Blackwell-based GPU is expected to see shipments ramp up next year, market researcher TrendForce Corp (集邦科技) said earlier this month.
Separately, Wistron Corp (緯創), which supplies GPU server modules to Nvidia, yesterday said that global demand from cloud service providers and enterprise customers for the development of AI technology is still strong, especially in the server market.
“I don’t see any particular signs of weakening. Demand is really still very good,” the Chinese-language Liberty Times (The Taipei Times’ sister newspaper) quoted Wistron chief executive officer Jeff Lin (林建勳) as saying on the sidelines of an event in Taipei yesterday.
Lin said that this market situation would persist until the end of the fourth quarter or early next year.
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