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5min chapter
Hon Hai Chairman Liu Young-Way Talks Boosting Capacity to Meet ‘Crazy’ AI Demand
Bloomberg Talks
Navigating AI Server Logistics
This chapter examines the challenges of shipping 20,000 AI servers using Blackwell technology, addressing demand forecasting, production capacity, and installation complexities. It also explores the evolving dynamics with NVIDIA and the strategies companies can adopt to enhance value in the competitive AI server market.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode