Renbao Chairman Chen Ruiying participated in the "Top Banquet" held by NVIDIA (NVIDIA) executive chairman Huang Renbao for the first time in May this year. At that time, Renbao was extremely competitive to win the Zhongdong order between NVIDIA and AMD. Now, according to the supply chain, Renbao has made preparations for the early stages of the Zhongdong order. Currently, there are nearly 500 units currently underway, and it is expected that actual shipping will be seen as the end of this year to the beginning of next year.
Every time Huang Renfu comes to Taiwan for a list of supply chains, it has become a popular "Huang Renfu concept stock" in the Taiwan Stock Exchange. Originally, Chen Ruiying was grateful to the fifth brother of Electronics in 2024, but Renbao has not become a member of the list. He hopes to enter the NVIDIA supply chain and finally successfully participated in the "Top-yuan Banquet" of Huang Renfu for the first time in May this year.
At that time, Renbao was extremely competitive to NVIDIA and AMD Zhongdong units, and Chen Ruitong also emphasized at this year's shareholders' meeting that Renbao has entered the NVIDIA supply chain, because NVIDIA AI servers account for 90% of the global market share and have the lead. In the future, Renbao will join NVIDIA Taiwan headquarters, which will be of great help to the cooperation between the two parties. According to the latest supply chain news, Renbao has made preparations for the Zhongdong units.
According to the supply chain news, Renbao has about 500 units in progress, and the overall demand for cabinets is 80-90, but it is based on the previous planning and has not yet entered the actual order and preparation stage. As early as the end of this year to the beginning of next year, actual shipping will be seen.
NVIDIA and AMD obtained large-scale AI orders in Zhongdong in May this year. According to the supply chain, Renbao mainly relies on Zhongdong AI ownership funds, such as the Humain platform case. In the future, there is a chance to compete for AI server orders for NVIDIA and AMD, and the opportunity to expand to thousands of cabinets, and the construction amount will reach a scale of 20 billion to 30 billion yuan.
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