So, there is a big company called Foxconn that makes things for Apple. They have a smaller part called Ingrasys that makes special computers for something called artificial intelligence or AI. These special computers are very important and people want more of them. The boss of this small part thinks they will sell three times more of these computers next year, which means they will make a lot more money from it. This is good news for the big company Foxconn too because they own the small part that makes these computers. Read from source...
1. The article does not mention the source of its claim that Nvidia's CEO donated the supercomputer to OpenAI in 2016 and the new DGX H200 GPU in April. It seems unrealistic that such a high-profile donation would not be documented or reported elsewhere.
2. The article uses vague terms like "leading cloud infrastructure provider" without providing any concrete data or metrics to support this claim. This could indicate an attempt to inflate Ingrasys' reputation and credibility, without backing it up with evidence.
3. The article quotes Jimmy Huang, a spokesperson for Ingrasys, who makes a bold prediction that their AI server revenue will reach NT$1 trillion (approx. $30.9 billion) next year. However, there is no mention of how this prediction is based on or what assumptions are behind it. It seems like an unsubstantiated claim that could be easily dismissed by readers who are not familiar with Ingrasys or its track record.
4. The article mentions Nvidia's rapid rise over the past two years and the concerns about an AI bubble, but does not provide any analysis or context for this phenomenon. It simply states that Ingrasys' Huang thinks "this is just the beginning," without explaining why or how he arrived at this conclusion.
5. The article ends with a quote from Nvidia's CEO Jensen Huang, which seems out of place and irrelevant to the main topic. It also includes a photo caption that implies that the photo was taken at Computex 2024, while the rest of the article is dated June 1, 2021. This creates confusion and inconsistency in the timeline of events.
Bullish
Key points and analysis:
- The article is about Foxconn's subsidiary Ingrasys, which manufactured the supercomputer donated to OpenAI by Nvidia's CEO Jensen Huang.
- Ingrasys expects its AI server revenue to surge more than three times in the next year, reaching NT$1 trillion (approx. $30.9 billion).
- The article mentions the concerns about an AI bubble and how Nvidia's rise has led to that debate, but Ingrasys spokesperson Jimmy Huang thinks this is "just the beginning" of the AI opportunity.
- The article also highlights a unique feature of Ingrasys' prospects because of AI: 30% of its traditional server market revenue comes from AI servers, which implies a high market share and growth potential in that segment.
Summary:
The article is bullish on the AI sector and Ingrasys' role in it, as it expects to triple its AI server revenue next year and has a significant market share in both AI and traditional servers. The article also acknowledges the debate about an AI bubble, but quotes Ingrasys spokesperson Jimmy Huang, who is optimistic about the future of AI.