nvidia, a big company that makes computer chips, has picked a new supplier in Taiwan called Nan Juen. Nan Juen is going to help make a special type of server called "AI servers." These servers are super powerful and help computers learn and do amazing things. Nan Juen is going to start making these servers in the third quarter of 2024, and they will be ready for use at the end of 2024 or early 2025. This deal is important because it will help Nan Juen grow their business and make more money. Read from source...

Nan Juen, a Taiwanese supplier of rail kits, has ramped up its production for Nvidia's GB200 AI servers. The company is set to complete volume production preparations in Q3 2024 and begin shipments at the end of 2024 or early 2025. This follows Nvidia's collaboration with Nan Juen and marks the supplier's entry into Nvidia's supply chain. The deal has boosted Nan Juen's position in the server rail kit market, which is expected to grow to $99.87m by 2028. Nvidia's GB200 and Blackwell are predicted to drive over $200bn in data center revenue in 2025.

bullish

The article discusses Nvidia's collaboration with Taiwanese rail kit supplier Nan Juen International Co for the production of the company's AI servers. The move is expected to increase the demand for cloud-based storage and raise revenue in the server rail kit market. Nvidia's GB200 and Blackwell are expected to drive over $200 billion in Data Center revenue in 2025. The strong demand for AI servers is evident from the quarterly results of Super Micro Computer and Hon Hai Precision Industry Co. Nan Juen's entry into Nvidia's supply chain and the ramping up of production are positive factors for the AI server market, hence the sentiment analysis for this article is bullish.