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Why are Quanta and Foxconn unfazed by GB200 delivery delays?

Aaron Lee, commentary; Charlene Chen, DIGITIMES Asia 0

Credit: DIGITIMES

The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led to speculation that their performance is linked to smoother shipment...

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