Hon Hai Supplies NVIDIA GB200 NVLink Switches

   According to reports, after obtaining a large share of Nvidia GB200 AI server OEM orders, Hon Hai has monopolized the orders for NVLink switches, a key component of GB200. NVLink is NVIDIA's exclusive technology, consisting of two parts. The first is bridge technology, which connects processors (CPUs) and AI chips (GPUs) to each other; The second is switch technology, which is the key to the interconnection between GPUs. Through this technology, the computing power of thousands of GPUs can be concentrated and operated.
  GB200 not only significantly improves computing power, but also takes into account high-speed transmission speed, with NVLink being the key. According to reports, Hon Hai has monopolized NVLink contract manufacturing orders with Nvidia, mainly due to its long-standing cooperation with Nvidia and its long-standing position as a leader in network communication equipment contract manufacturing. The top seven global switch manufacturers, such as Dell, HP, Cisco, Nokia, Ericsson, etc., are all customers of Hon Hai, resulting in a market share of over 75% in the global switch market.