Taiwan AI server giant Wistron hit a historic 2nd quarter (Q2) revenue high of NT$895.4 billion (US$27.9B), up 62.4% year-on-year, fueled by a strong June of NT$321.8B, +53.9%, media report, adding Wistron confirmed AI server shipments will rise quarter-by-quarter through year-end.
While Nvidia GB300 (Blackwell Ultra)-based AI server shipments will anchor revenue in the 2nd half, early low-volume shipments of the next-gen Vera Rubin ones are set to debut this quarter (Q3). Chairman Simon Lin dismissed AI bubble talk, citing a shift to a "tangible profitability era" as global demand and Sovereign AI scale up. $NVIDIA(NVDA.US) #AIservers #WistronSource: Dan Nystedt
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