Explore tweets tagged as #ODMs
Touch Sifuna and you mess with the entire Western region! Shock as ODM officials issue threats to members fighting the ODMs SG
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Why didn’t I think of this sooner… “The core of this vision is to eliminate the margin stacking by server ODMs (original design manufacturers) and CSPs (cloud service providers), narrowing the cost gap between NVIDIA chips and ASICs to around 15% on average.” Jensen Huang is
Cantor Fitzgerald) NVIDIA: Raises Target Price to $300 Amid Accelerating AI Infrastructure Growth “Last week, we hosted an investor meeting in New York with NVIDIA’s senior management, including CEO Jensen Huang, CFO Colette Kress, IR head Toshiya Hari, and other executives.
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何これ最悪… 1番働いてくれてる女性を鬼扱い あげく、返信欄ではこれだから独身は…の論調 駆逐すると私が苦しむって言ってる以上この方がたくさん働いてくれてるから自分が楽できてる認識はあるはず 自分が働き易いほんわかした職場を作り上げたつもりでいるけど50代女性の献身によるものじゃん
職場で唯一の未婚50代の女のスタッフが扶養の範囲で働く主婦パートに厳しく当たっていてツラい。 俺が何年にも渡って築き上げた働き易いほんわかした職場に鬼が産まれようとしている。
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💡Analyst Perspective Which of Taiwan's Top 6 ODM/EMS makers leads in Renewable Energy Adoption? 📘 Full Research Report: Taiwan top-6 ODMs/EMS providers net-zero strategy 👉🏼 https://t.co/8ycuDOe8Av
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Join us for night of school spirit as the O'Donnell Mustangs take on the Olle Owls on January 15th at 5:15 PM. Sign-up form in the comments. #MustangNation #ODMSMustangs #SchoolSpirit
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UBS: We expect initial upstream CoWoS production for Rubin to start in Q2'26E, which we judge could result in ~350/~2.75K VR200 NVL144 racks to key ODMs in late-Q3/Q4'26E. Compared to the transition from Hopper HGX to GB200 NVL, the transition from GB300 NVL72 to VR200 NVL144
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Outlook for Power, Liquid Cooling, and ODMs in Nvidia Racks – JPM 2025 order backlog + 2026 AI capital expenditure increase = strong AI server shipments next year We estimate that this year the demand and shipments for NVL72 cabinets will be around 38,000 units and 27,000
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One thing I don't think markets have really priced in yet (though we've gotten datapoints from $MSFT, $MU, etc.) is how much agents look poised to boost traditional server compute demand. Implications for IaaS providers, server OEMs/ODMs, CPU and memory suppliers, etc.
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I agree with Morara Kebaso. We need our own party or a movement we identify in. All these UDAs,DCPs,ODMs,FGMs and so on is just premium scam. They are all going to give each other jobs in ministries anyway,regardless of who lost. Or do you want to pretend you do not know that
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went to Global Sources show in HK, where Shenzhen/China factories and ODMs show off their goods
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@edwinsifuna Hii yote, just for Ruto to waltz away with the heart and soul of ODM in 2027. Luo Nyanza going in the opposite direction of ODMs SG will officially make you the worst SG in ODM's history
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台湾キーサプライチェーン月次売上高推移[US$] ODMs、King Slide、 Delta、AVC、ASE、KYECの推移より GPU製造（テスト、CoWoSなど含む）は 堅調な伸びを続けている一方で ABF基板キープレイヤーのUnimicronは10月も低迷 今後の影響は軽視出来ない🧐
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OEMs and hyperscalers assumed they would be able to make 65% margin by owning the sales relationship, and make ODMs fight like crabs in a bucket.
SK hynix just told Microsoft “no” and a procurement exec stormed out of the room. This is the power shift nobody’s pricing in. SK hynix holds 62% of the HBM market. They’ve sold out through 2026. They raised HBM4 prices 50% on Nvidia, and Nvidia paid it. They’re hiking HBM3E
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