Quanta reports extraordinary demand for NVIDIA's Blackwell Ultra GB300 AI servers that exceeds current production capacity. The supplier describes market appetite as unimaginable, with GB200 and GB300 models leading customer preferences. Production bottlenecks have emerged as artificial intelligence enthusiasm drives orders beyond manufacturing capabilities. This momentum will persist across the upcoming years, according to company executives.
The supplier plans production diversification across multiple regions to address capacity constraints. Facilities in Thailand, Mexico, and the United States will expand manufacturing capabilities. Quanta's Mexican plant begins operations next year while investments target California and Tennessee...