Server ODMs face margin pressure despite new AI shipments

Digitimes
By Kevin WangNov 21, 2024, 9:58 pm76 pts
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn and Quanta - pioneers in GB200 server shipments - reporting margin declines in the third quarter of 2024.

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