➀ HP's servers are experiencing a surge in sales due to the adoption of NVIDIA's 'world's strongest AI chip', the GB200;
➁ Major cloud service providers like Microsoft and Meta are actively introducing GB200 and expanding their purchases of the higher-end NVL72 cabinets;
➂ Foxconn, as the exclusive supplier of GB200 and NVL72 cabinets, is seeing a flood of orders and a significant boost in server business.