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Digitimes November 12, 2026 By Levi Li positive

Pegatron targets multiyear AI server surge, with Nvidia Vera Rubin shipments set for 1H27

AI / LLMNVIDIA / GPUSupply ChainData Center
Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue and grow severalfold in 2027. Its portfolio spans Nvidia's GB series and HGX platforms, as well as custom ASIC servers, while shipments of next-generation Vera Rubin systems are expected to begin in the first half of 2027.
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