AI server ODMs face widening component mismatches, with shortages reaching 15–20%

DIGITIMESSeptember 9, 2026en

Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in August. Industry sources said demand remains robust for both the H-series and GB-series products.

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