ASUS Expands AI Infrastructure Offerings with NVIDIA-Powered Servers and AI Factory

ASUS Introduces Advanced AI Infrastructure at OCP 2025

ASUS, a prominent technology company, showcased its expanded suite of AI infrastructure solutions at the 2025 OCP Global Summit, held from October 13–16 in San Jose. The announcements highlight ASUS's strategic initiatives to solidify its position in the rapidly evolving artificial intelligence (AI) hardware market, particularly through deep integration with NVIDIA technologies. The new offerings, including advanced AI servers, an AI Factory concept, and personal AI supercomputers, are poised to accelerate enterprise AI adoption and intensify competition within the semiconductor industry.

Event Details: ASUS Expands AI Server Portfolio

At the OCP Global Summit, ASUS unveiled its new XA NB3I-E12 series AI servers. These servers are engineered around NVIDIA® HGX B300 systems, featuring NVIDIA ConnectX-8 InfiniBand SuperNICs, 5 PCIe® expansion slots, 32 DIMM, and 10 NVMe. Designed for enterprises and cloud service providers (CSPs) managing intensive AI workloads, these systems are already shipping, providing early access to cutting-edge AI performance and reliability.

Further emphasizing its commitment to comprehensive AI solutions, ASUS introduced its "AI Factory," a full-stack, scalable infrastructure built on NVIDIA Blackwell architecture. This factory concept integrates cutting-edge hardware, optimized software platforms, and professional services to streamline enterprise AI deployment. Featured products within this framework include the ASUS AI POD, built on the NVIDIA GB300 NVL72 platform, and the aforementioned XA NB3I-E12 servers.

Additionally, ASUS announced the forthcoming availability of the ASUS Ascent GX10, a compact personal AI supercomputer. This device, accelerated by the NVIDIA GB10 Grace Blackwell Superchip, is scheduled for availability from October 15. It boasts up to 1 petaFLOP of AI performance, equipped with an NVIDIA Blackwell GPU, a 20-core Arm CPU, and 128GB of memory, supporting AI models up to 200 billion parameters. Nvidia itself is shipping its DGX Spark—often described as the world's smallest AI supercomputer—on the same day, underscoring a trend towards more accessible, powerful AI computing.

ASUS also showcased server solutions leveraging AMD EPYC™ 9005 processors, optimized for high-performance data center workloads, including generative AI and Large Language Model (LLM) applications. The ASUS ESC8000A-E13X server, for instance, is fully compatible with NVIDIA RTX PRO 6000 Blackwell Server Edition and features an embedded NVIDIA ConnectX-8 SuperNIC for high-bandwidth, ultra-low latency connectivity.

Market Reaction and Sector Performance

The announcements by ASUS are expected to fuel a bullish sentiment across the AI infrastructure and semiconductor industries. The rapid pace of innovation and the intensifying competitive landscape, particularly between NVIDIA and its rivals, suggest a period of high volatility. Companies like ASUS and NVIDIA are strategically positioning themselves to capture a larger share of the expanding AI hardware market.

ASUS's recent financial performance reflects this trend, with June 2025 revenue reaching a 13-year high of NT$68.57 billion (approximately US$2.35 billion), an increase of 17.3% year-over-year. This growth was attributed to robust demand for NVIDIA's GeForce RTX 50 GPUs, gaming laptops, and expanding AI server shipments, indicating a positive market response to their offerings.

Broader Context: Intensifying AI Hardware Competition

These developments occur against the backdrop of NVIDIA's continued dominance in the AI chip market, where it commands an estimated 80-85% share. NVIDIA's Q3 2025 revenue reached $35.1 billion, with 88% derived from data center AI GPUs. This strong position is underpinned by its proprietary CUDA ecosystem, strategic cloud partnerships, and comprehensive full-stack integration, creating a formidable competitive moat.

"NVIDIA's full-stack integration and supply chain innovations are actively reshaping semiconductor R&D, manufacturing, and geopolitical strategies."

While NVIDIA and its partners like ASUS extend their lead, competitors such as AMD face significant challenges. AMD's AI GPU market share remains below 10%, and its ROCm software ecosystem lags behind CUDA in developer adoption. Although AMD's AI chip revenue is projected to exceed $1 billion in 2025, this figure starkly contrasts with NVIDIA's $115.2 billion data center revenue for FY2025, highlighting the substantial gap that remains.

The strategic licensing of NVIDIA DGX Spark designs to manufacturers, including Acer, Dell, Gigabyte, HP, Lenovo, and MSI, alongside direct sales by NVIDIA and through partners like ASUS, signifies a concerted effort to democratize access to high-performance AI computing, potentially broadening the market while further entrenching NVIDIA's ecosystem.

Forward Outlook

The product launches and strategic initiatives from ASUS and NVIDIA signal a continued surge in demand for advanced AI server and chip solutions. The increasing availability of powerful, scalable, and even personal AI supercomputers is expected to drive greater AI adoption across various industries, from edge devices to large-scale data centers. Investors will likely monitor the ongoing competition in the AI hardware market, particularly as NVIDIA continues to innovate and expand its ecosystem. Key factors to watch include the successful deployment and performance of these new server solutions, the rate of enterprise AI integration, and any shifts in market share among leading semiconductor companies. The emphasis on full-stack solutions and ease of deployment, as exemplified by the ASUS AI Factory, indicates a future where AI capabilities become more accessible and seamlessly integrated into business operations, potentially impacting long-term economic productivity and technological advancement.