Victory Giant Rides AI Server Board Shortage
Victory Giant, a Chinese PCB maker, is benefiting from the AI server board shortage, holding a 50-60% share in HDI and HLC boards for Nvidia's Blackwell GB200 platform.
Read the full articleYou might also wanna read

Rebellions Aims to Take on Nvidia in AI Inference Chip Battle
The South Korean startup sees itself as capable of competing with the biggest AI infrastructure providers.
Nvidia CEO Jensen Huang declines Senate testimony request from Sen. Warren on AI and China export controls
Sen. Elizabeth Warren had invited Huang to discuss Nvidia’s business in China at a Senate committee meeting about America’s AI industry.
China to Allow Limited Purchases of Nvidia H200 Chips for Top AI Firms Amid US Export Restrictions
China plans to allow some of the country’s biggest AI companies to buy a small number of Nvidia’s H200 chips, according to two people with d
AI Demand Drives Server DRAM Shortages: Prices Up 50%, Order Fulfillment at 70%
U.S. and China buyers now see just 70% order fulfillment, as AI demand drives DDR5 shortages and PC parts follow suit.

Nvidia CEO Jensen Huang declines Senate testimony request on AI chips and China exports
Sen. Elizabeth Warren said Nvidia’s CEO should answer questions publicly as lawmakers scrutinize AI chip sales to China and export controls.

Nvidia CEO Jensen Huang declines Senate testimony request on AI chips and China exports
Sen. Elizabeth Warren said Nvidia’s CEO should answer questions publicly as lawmakers scrutinize AI chip sales to China and export controls.
China plans to let top AI firms buy limited Nvidia H200 chips: Report
China plans to permit its leading artificial intelligence companies to acquire Nvidia's H200 chips. Officials have informed Alibaba, ByteDan
China plans to let top AI firms buy limited Nvidia H200 chips: Report
China plans to permit its leading artificial intelligence companies to acquire Nvidia's H200 chips. Officials have informed Alibaba, ByteDan

Comments
Sign in to join the conversation.
No comments yet. Be the first.