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

Aaron Lee, Taipei; Emily Kuo, DIGITIMES Asia Friday 2 January 2026 0

Although 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...

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