“Gigabyte Optimistic About AI Server Growth Despite Higher Unit Prices”

Gigabyte (2376-TW) held an online forum today (25th). The outside world is concerned about the development of AI servers. General Manager Li Yitai said that because AI requires larger memory, processors, etc., the price is 10-15 times higher than traditional ones. The second quarter will start The proportion of revenue will increase quarter by quarter, and the momentum will continue into next year.

Gigabyte’s server revenue accounted for 22% in the first quarter, of which AI servers accounted for about 20-30%. Li Yitai is optimistic that the growth of servers comes from AI and HPC, and the higher unit price will drive the proportion of overall server revenue to gradually increase. Season climbed.

Compared with traditional servers, AI servers have high computing power and the characteristics of mastering a large amount of data. Therefore, larger memory, accelerated processors, and higher-speed networking capabilities are required, which pushes up the unit price. The price gap between the two may be Up to 10-15 times.

Li Yitai said that in addition to Huida’s A100 and H100 AI servers, ARM, Intel, and AMD also provide related AI server chips. In addition, some small and medium-sized companies develop new AI chips, and the company also has ink.

GIGABYTE’s AI server-related products include inference (inference) and training (training), and its applications cover deep learning, scientific analysis, and mission-critical workloads.