Amazon Web Services (AWS) plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. Meanwhile, Microsoft previously stated that AI Datacenter spending in the fiscal year 2025 will be 80 billion dollars, confirming a high growth trend in the capital expenditure of North American cloud vendors in the fiscal year 2025.

PCB is the physical platform that carries various AI Chips, GPUs, FPGAs, and other core computing Components, providing stable electrical connections and mechanical support for these Components, ensuring the physical structure integrity and stability of AI computing systems, which is the foundation for AI computing Hardware to run normally. The招商电子 team pointed out that driven by AI technology and applications, Servers will be the fastest-growing application field for PCB, with a projected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028. AI Servers, represented by NVIDIA's GB series, have seen a significant increase in demand for high multilayer and HDI, and the demand for high-speed data transmission has driven significant upgrades in substrate specifications. The PCB ASP of AI Servers has increased several times compared to ordinary types, and the GB200 began shipping at the end of Q4 and will be delivered in large quantities next year. The penetration rate of new General Server platforms (supporting PCIe 5.0) is rapidly increasing, and 800G Switches are expected to gradually become the market mainstream next year, with single machine ASP expected to increase significantly, which will also drive corresponding high multilayer and advanced HDI demand.

According to data from the financial news agency, among the relevant listed companies:

Victory Giant Technology has several high-end HDI products that have entered mass production, and these new products are important components of modern high-end AI Datacenter computing products.

Wus Printed Circuit's PCB products focus on core application areas such as Communication Equipment, Datacenter infrastructure, and Automotive electronics, and have passed important product certifications for Datacenter Servers and AI Servers from major foreign Internet companies, and are now supplied in bulk.