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![kakashiii111 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1296211919653736450.png) Kakashii [@kakashiii111](/creator/twitter/kakashiii111) on x 17.1K followers
Created: 2025-01-12 00:45:19 UTC

Last year, Quanta Computer secured contracts to deliver NVIDIA GB200-based AI servers for Google, Amazon, Meta, and Microsoft.

But tell me, did they actually ship any GB200s in December, as NVIDIA so graciously promised their customers? If they had, I doubt we'd be staring at a MoM decline of -2.1%.

![](https://pbs.twimg.com/media/GhDafjaXYAIZjQE.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1878241814978908595/c:line.svg)

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[Post Link](https://x.com/kakashiii111/status/1878241814978908595)