Quanta Computer to make NVIDIA GB200-based AI servers for Google, Amazon, and Meta

Quanta wins contracts to build NVIDIA GB200-based AI servers for Google, Amazon AWS, Meta, and Microsoft. Will enter testing in July or August.

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Quanta Computer is one of the largest OEM suppliers in the world, with new contracts won to build NVIDIA GB200 AI systems for the likes of Google, Amazon AWS, Meta, and some B200-based AI systems for Microsoft.

Quanta Computer to make NVIDIA GB200-based AI servers for Google, Amazon, and Meta 5004

The company will have its first GB200 AI servers in testing in July or August "at the earliest" reports UDN, with mass production expected in September. Quanta holds "large OEM orders" for GB200 servers from Google, Amazon AWS, and Meta which are provided as complete AI cabinets. Microsoft ordered some B200 servers, which means Quanta is building next-gen AI systems for all four major US cloud servers in one set of orders.

NVIDIA's new GB200 cabinet AI servers cost around $2-3 million each, so we can expect some major revenues for NVIDIA in the second half of this year once these orders are processed. UDN reports that Quanta is "optimistic" that as a shortage of materials in the supply chain gets better, AI server shipments will increase as soon as May or June, while the second half of 2024 is expected to be an "explosive period".

Quanta is expecting volume shipment in September, with Amazon AWS and Meta having their new NVIDIA GB200 AI servers up and running in the second half of the year. Once these US cloud service providers (CSPs) successfully expand, capital expenditure and customer demand is strong -- its insatiable right now, AI GPU demand -- UDN reports that Quanta's cloud business revenue will make up 40% of its yearly revenues in 2024, expected to pass notebook computers and become Quanta's biggest production line.

NVIDIA's new B200 AI GPU can consume up to 1000W to 1200W depending on the configuration, with GB200 packages including 2 x B200 GPUs and a Grace CPU with powerful performance at the ready for AI workloads. The new GB200 and B200 AI GPUs will be the first to use water cooling, which is expected to make water cooling more mainstream in data center cooling markets.

Quanta has recently developed liquid cooling technology through its subsidiary Werder Technology, which is said to be a "major leap forward in water cooling technology". Quanta has partnered with Singtel as a technology partner, where the companies will build a "sustainable data center" in Singapore, which will help the Singaporean government to super-speed their AI development.

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Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.

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