Tianfeng International Securities analyst Guo Mingchi said that Nvidia CEO Huang Renxun recently publicly stated that Nvidia's goal is to release a new version of flagship AI chip every year. This strategy helps Nvidia's competitiveness, but the execution challenge faced is to accelerate supplier certification process in order to synchronize the speed of system development. My latest survey shows that, in order to speed up the supplier certification process, Nvidia has started to integrate procurement and certification of AI system product lines, and for suppliers who have obtained HGX/DGX H100 certification, they can simplify the GB200 certification process and accelerate entry into the GB200 supply chain.
郭明錤：AOSL可望成为GB200新供货商，为英伟达改变认证流程下的领先受益者之一
Analyst Guo Mingchi: AOSL is expected to become one of the leading beneficiaries of Nvidia's re-certification process for GB200 new suppliers.
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