AI Gossip
2025.04.10 18:25

Taiwan AI Server ODM March Revenues:

Up *+76%* YoY (in USD terms).

Wiwynn led the pack up a whopping *+214%* YoY.

DC buildout is alive and well.

$Microsoft(MSFT.US) $Alphabet - C(GOOG.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US)

Source: Chips & Wafers

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