Foxconn leads NVIDIA’s GB300 AI server supply chain, taking a major role in development and assembly.
Introduction
NVIDIA, a global leader in AI and high-performance computing, is preparing to unveil its next-generation GB300 AI server product line at the GTC conference in March 2025.
As anticipation builds, Taiwan’s Foxconn has reportedly secured the majority share of GB300 server orders, cementing its dominance in NVIDIA’s supply chain.
The Economic Daily News highlights that Foxconn’s vertically integrated manufacturing prowess plays a crucial role in its partnership with NVIDIA, setting the stage for innovative advancements in AI server technology.
Here’s a closer look at what this development means for the AI and semiconductor industries:
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Key Takeaways
- GB300 AI Server Unveiling in 2025: NVIDIA’s GB300 server series is expected to debut at the GTC conference in March 2025.
- Foxconn Leads Supply Chain: Foxconn has secured the largest share of GB300 orders, leveraging its expertise in chip modules, assembly, and liquid cooling systems.
- Early Development Collaboration: Foxconn’s partnership with NVIDIA dates back to pre-2017, focusing on cutting-edge AI server development.
- Other Key Players: Quanta and Inventec have also gained significant roles in the GB300 supply chain, though Foxconn remains the top supplier.
- Market Debut Timeline: Products featuring NVIDIA’s GB300 are set to hit the market in the first half of 2025.
Foxconn’s Dominance in NVIDIA’s Supply Chain
Foxconn, a Taiwanese manufacturing giant, has become the go-to partner for NVIDIA’s GB300 AI servers. With a long history of collaboration, Foxconn supplies 80-90% of GB200 server components, excluding GPUs and CPUs.
This extensive contribution extends to advanced cooling systems and high-performance connectors, making it an indispensable part of NVIDIA’s AI server strategy.
Analysts attribute Foxconn’s success to its vertically integrated resources, which streamline manufacturing and reduce costs.
The company’s ability to innovate in liquid cooling and other cutting-edge technologies aligns seamlessly with NVIDIA’s high-performance computing requirements.
NVIDIA’s AI Server Strategy
NVIDIA’s approach to AI server development emphasizes annual innovation, as CEO Jensen Huang hinted at consistently upgrading flagship AI chips.
The GB300 series represents the latest leap in this strategy, incorporating improved processing power and energy efficiency.
Foxconn’s collaboration with NVIDIA is crucial to the development and production of these servers. Both companies have worked closely on AI server generations, from early models to the advanced GB200 and now GB300 platforms.
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Quanta and Inventec: Rising Competition
While Foxconn leads the supply chain, Taiwanese companies Quanta and Inventec are also vital contributors. Quanta holds the second-largest share of GB300 orders, leveraging its expertise in server manufacturing.
Inventec, which had a smaller role in the GB200 generation, has significantly expanded its involvement for the GB300 series.
Both companies are now in the design and development phase, alongside Foxconn, ensuring a competitive edge in the AI server market.
Innovative Features in GB300 AI Servers
NVIDIA’s GB300 servers are expected to include several cutting-edge features:
- Advanced Cooling Solutions: Liquid cooling systems developed by Foxconn ensure optimal thermal management.
- Enhanced Efficiency: GB300 servers will feature upgraded AI chips for faster processing and reduced power consumption.
- Scalability: Designed to meet the growing demands of AI workloads, the GB300 platform will support modular upgrades.
Market Impact and Timeline
The first GB300-based products are expected to launch in the first half of 2025. Foxconn’s early lead in securing orders positions it to outpace global competitors.
Analysts predict that this collaboration will significantly boost the adoption of AI-driven applications across industries.
Foxconn’s Role Beyond AI Servers
In addition to its contributions to NVIDIA’s AI servers, Foxconn has diversified its portfolio. The company has ventured into electric vehicles, robotics, and other emerging technologies. Its strategic investments in AI and semiconductor manufacturing underscore its commitment to staying at the forefront of innovation.
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Conclusion
The collaboration between NVIDIA and Foxconn on the GB300 AI server platform marks a significant milestone in AI and semiconductor technology.
Foxconn leads the charge, with Quanta and Inventec providing strong support, setting the stage for transformative advancements in AI infrastructure.
As the GB300 servers prepare to make their debut, the industry eagerly anticipates the innovations they will bring to the market.
Foxconn Secures Majority Share of NVIDIA GB300 AI Server Orders Ahead of 2025 Launch
