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Server ODMs remain bullish through the end of 2026 despite bubble concerns

  • Digitimes faviconDigitimes

    By Emily KuoJan 2, 2026, 12:08 am180 pts
    photo of Server ODMs remain bullish through the end of 2026 despite bubble concerns imageAlthough AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected in 2026 should be able to take over smoothly. However, the Vera Rubin Ultra is slated to debut in 2027, which will involve a…
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