ASUS Bets Big on AI as Server Sales Surge

At yesterday’s New Year’s party, ASUS announced its full-fledged commitment to an “All in on AI” strategy. The ultimate goal is to make AI ubiquitous and accessible for everyone, from the cloud to the edge, from PCs to various AI-powered physical devices, completely integrating it into both life and work. Understandably, AI is the new gold today, but ASUS’s timing for this announcement is no coincidence. Over the past year, the company’s server business revenue reached approximately $3.1 billion, which constitutes 20% of ASUS’s total revenue, exceeding ASUS’s own expectations of 10-15%. This also marks a record for the company’s server division.

Consequently, the company now sees immense opportunities in the race for AI infrastructure. Chairman Jonney Shih declared, “We are betting on AI.” Though ASUS is primarily known for its consumer electronics, it also plays a role in the server market, selling rack-scale solutions to end clients. This includes racks equipped with Nvidia Blackwell chips.

Recently, ASUS has formed key partnerships to bolster its AI initiatives, including collaborations with cloud service providers to enhance AI service capabilities and improve infrastructure. Industry analysts suggest that these partnerships could significantly impact the competition within the global AI sector.

Whether this new strategy will somehow impact ASUS’s consumer segment devices remains to be seen. However, experts believe that ASUS’s move could lead to the integration of advanced AI features in future consumer products, possibly enhancing their appeal and usability.