Alpha & Omega expected to become new GB200 supplier, says analyst Ming-Chi Kuo

Analyst Ming-Chi Kuo, in a post on Medium, said his latest survey indicates that Nvidia (NVDA) has started to integrate the product line procurement and certification of various AI systems to speed up the supplier certification process. The analyst believes Alpha & Omega (AOSL), a current supplier of MOSFETs and power ICs for HGX/DGX H100, is expected to become a new GB200 supplier and start shipments by the end of this year, gaining market share of high-ASP GB200 orders from suppliers like Renesas and MPS.