A detailed supply chain note reveals the PCB and CCL specifications and suppliers for Nvidia's upcoming AI server platforms (GB200, GB300, Vera Rubin, Rubin Ultra) and other major AI chips from Google, Amazon, AMD, and OpenAI, spanning 2025-2028.
This roadmap underscores the critical role of Chinese PCB/CCL suppliers in the AI supply chain, with Shengyi Technology emerging as a major winner across multiple platforms.
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