자본시장 · 리포트
TD SYNNEX reported Hyve—its GPU and accelerator distribution brand—saw billings surge 117% in Q3 2026, signaling explosive demand from AI infrastructure buyers for compute hardware.
117% YoY billings growth at a distributor reflects sustained GPU/accelerator shortages and intense capex spending by hyperscalers and AI cloud providers—demand remains supply-constrained.
업계 전문지Slicast · 2026년 9월 24일 20:00 UTC · 미국 · 출처: tradingkey.com
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