Google 计划大规模建设 Vera Rubin NVL72 AI 服务器机架，部署至多 960,000 颗 NVIDIA Vera Rubin GPU，TSMC 负责芯片和 CoWoS-L 先进封装，Quanta 与纬颖负责服务器组装。Meta 将资本开支区间上调至 1350亿至1450亿美元，下限由 1300 亿美元提高，鸿海、Quanta、纬创和纬颖等 AI 服务器伙伴有望受益。
AI 生成摘要 · 以原文为准
Google and Meta announced new AI capex plans that boost Taiwan suppliers, media report:
Google plans to scale as many as 960,000 Nvidia Vera Rubin GPUs in an aggressive build out of Vera Rubin NVL72 AI server racks, which is expected to benefit supply chain partners TSMC for chips and CoWoS-L advanced packaging, while Quanta and Wiwynn will assemble the AI servers.
Meta raised its capex range to US$135 - $145 billion, upping the low from $130B, which bodes well for AI server partners Foxconn, Quanta, Wistron and Wiwynn.
来源：Dan Nystedt · x.com