➀ NVIDIA's GB200 AI servers face supply chain delays; ➁ Mass production may be delayed until Q2 or Q3 2025 due to high design specifications; ➂ The GB200 NVL72 model requires advanced NVLink connectivity and high TDP, prompting a shift towards liquid cooling solutions.

➀ Elon Musk's xAI startup has ordered NVIDIA GB200 AI servers for $1.08 billion, seeking priority access. ➁ The servers are to be delivered by January 2025 and are expected to enhance xAI's Colossus supercomputer capabilities. ➂ The order is a significant upgrade for xAI's AI computing power.

➀ Quanta Computer plans to increase AI server production in the US due to high demand; ➁ NVIDIA's GB200 is being trial-produced in Taiwan and the US, with production ramping up in Q1 2025; ➂ Quanta has production capacity on both the east and west coasts of the United States and will continue to expand its factories.