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There are 7 official nvidia partners only in malaysia. Unlike pie, ngate is not just an ems for the nvdia h100 ai server but an oem that enjoy much higher margin than ems.
The Coherent's optical transceiver and nvidia ai server are crucial piece of hardware in ai data center. The antminer bitcoin mining machine are in huge demand since the halving event. These 3 primary products are now selling like a hot cake, scare what?