Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter - digitimes

NVIDIA's GB300 AI server is becoming the mainstream product in Q1 2026, driving ODM revenue and profit globally. With Vera Rubin servers approaching third-quarter ramp and aggressive ASIC deployments ... Read original →

The mass deployment of GB300 signals a structural shift from monolithic GPU-based AI servers to heterogeneous integration, forcing ODMs to overhaul thermal, power, and interconnect architectures while intensifying TSMC’s CoWoS capacity crunch. U.S. export controls on advanced packaging tools threaten non-U.S. foundries’ ability to fulfill Vera Rubin derivatives, heightening geopolitical supply chain fragility. In response to NVIDIA’s dominance, AMD and Intel will fast-track custom ASIC alliances, while Chinese cloud providers accelerate in-house NPU development to mitigate supply cutoff risks. Over the next 18 months, the AI server market will bifurcate: hyperscalers lock in sub-3nm nodes with optical I/O, while regional players optimize inference via 2.5D packaging on mature nodes—transforming OSATs from cost centers into innovation hubs.