Posted by s3phiroth > 1 month ago | Report Abuse

Retail price for a H100 8gpu server is about 1.5mil ringgit. Assume net profit of just 100k per server, they could potentially make 100 mil if they deliver 1000unit of ai server this year. The profit from the ai servers alone will be higher than the money they made in 2022!

Posted by pang72 > 1 month ago | Report Abuse

Great to know!!

Posted by pang72 > 1 month ago | Report Abuse

Thanks you

Posted by pang72 > 1 month ago | Report Abuse

s3phiroth

Why then it's not reflected in Natgate's revenue and profit ?
----------------------------
Because they just began the production of the ai server in Q1. So far only 20 units delivered, 980 units more to go.

4 days ago

S3,
PLEASE SHARE THE LINK FOR NATGATE AWARD 1000 UNITS NVIDIA SERVER AND SHIP OUT 20 UNITS.

Posted by s3phiroth > 1 month ago | Report Abuse

I read it from an ib's sector research report but i forgot where i read it.

Posted by pang72 > 1 month ago | Report Abuse

OK. Thanks S3!

Posted by pang72 > 1 month ago | Report Abuse

ANSWER FROM NATGATE
The relocation from China to Penang is in the progress. The Company foresees that
the production would return to normalcy by end of Q3 FY2024.
The Company has begun with the mass production of AI server in Q2 of FY2024.

So, upcoming Q2 earning will definitely much better because of mass production of Nvidia AI server started..

Q4 will be superd earning because of relocation of China customer completed end Q3 + Nvidia Server earning..

Good luck guy!

Posted by pang72 > 1 month ago | Report Abuse

So far stocks related to Nvidia will definayy limit up after news out..
PIE or Vitrox as great example.. However, ViTrox a bit delay effect for fews dayof limit up..

Likewise, news broke NATGATE as Nvidia official OEM last Friday as publiched in Nvidia website. Natgate moves up from 1.90 to 2.1 last week..

I assume delay effect for limit up will come by this week... Hopefully repeat PIE and Vitrox history..

Posted by pang72 > 1 month ago | Report Abuse

NVIDIA
09:38:28
|
NVDA
131.21
+3.01+2.35

Posted by pang72 > 1 month ago | Report Abuse

Super Micro Computer Inc (SMCI)
NASDAQ
Currency in
USD
Disclaimer
912.49
+13.15
(+1.46%)
Real-time Data
09:39:16

Supermicro nvidia server SUbCON.. Rides from $250 to $1000..

What is NATGATE target?
$1 to $4?

Posted by s3phiroth > 1 month ago | Report Abuse

I foresee natgate will hit 1bil revenue from ai server and 500mil revenue from optical module this year. Both of them are very important in ai data center.

Posted by pang72 > 1 month ago | Report Abuse

https://www.thestar.com.my/business/business-news/2023/09/01/nationgate039s-penang-factory-to-house-xfusion-global-supply-centre

S3, ANY IDEA IS NVIDIA SERVER SAME AS XFUSION SERVER?
OR, THE ENTIRE NEW BUSINESS?
I CAN'T GET MUCH INFORMATION

Posted by 5354_ > 1 month ago | Report Abuse

Nvidia Malaysia listed company partner is NationGate not YTL Power, Dufu, Notion. SNS or JCY as some claimed. If consider >RM 2.1 NationGate expensive why not go for related company Ewein sharing same owner Ooi Eng Leong?
https://www.nvidia.com/en-us/about-nvidia/partners/partner-locator/?countryCode=MY&page=1

Posted by s3phiroth > 1 month ago | Report Abuse

xfusion server is also using nvidia server. There are the same thing but just different brand.

Initially I thought they appoint natgate as an ems for their nvidia server but now i am not sure. It would be nice if natgate sell the server under their own brand but also manufacture it for other brand.

Posted by s3phiroth > 1 month ago | Report Abuse

sns is just a reseller while dufu notion jcy is just a hdd parts supplier.

Seriously, look at the spec of the ai server. Do u see hdd?

Posted by James_Bond > 1 month ago | Report Abuse

Sold another batch at 2.12. Thanks!

Posted by pang72 > 1 month ago | Report Abuse

Xfusion has it own brand Fusionserver using nvidia AI chip
Nvidia has it own brand Nvidia server using nvidia AI chip..

So, I got it now...
So mean Xfusion is new customer for AI server..

The 150k xfusion gpu server income definately didn't factor in to the profit yet..

Not see any analyst talk about this...

Posted by pang72 > 1 month ago | Report Abuse

Natgate confirms as Nvidia AI server EMS which listed in Nvidia website..
So, NATGATE is same as Supermicro and Foxconn in this case...??

PIE as ems for Foxconn...

Correct me if I M wrong

Posted by pang72 > 1 month ago | Report Abuse

Natgate is ems for 2 world giant in AI server
1. Nvidia
2. Xfusion

.... The business is huge growth...

It is on the way to catch up Supermicro and Foxconn

Posted by pang72 > 1 month ago | Report Abuse

Natgate is due for a linit up for this news... Seriously speaking

Posted by kingkong99 > 1 month ago | Report Abuse

NATGATE控股也获得美国知名图形处理单元（GPU）制造商认证为合格的云伙伴，可以为公司和AI数字中心客户超聚变的计划采购人工智能图形处理单元（AI GPU）。虽然该公司下了未来12个月的订单，首批交货预料需要6个月时间，接近该公司2024财政年第三季扩大生产量的最后按装工程时间表。

Posted by pang72 > 1 month ago | Report Abuse

Kingkong,
That means Q3 will be the 1st shipment of Nvidia AI server?

Posted by pang72 > 1 month ago | Report Abuse

Q324 is now.....

Posted by pang72 > 1 month ago | Report Abuse

2 major customer contribution to NATGATE botton line this year.
Nvidia and Xfusion...
Expected positive surprise in the upcoming QR for many quarters... From now

Posted by kingkong99 > 1 month ago | Report Abuse

https://www.sinchew.com.my/news/20240415/finance/5529185

Posted by pang72 > 1 month ago | Report Abuse

Thanks for sharing..
The news out at April + 6momths delivery time is Oct24 for Nvidia AI setver

Posted by pang72 > 1 month ago | Report Abuse

Good to have positive hope for next few QRs

Posted by pang72 > 1 month ago | Report Abuse

Production ramp up time.. The most exciting time because it is to ripe the fruits of many months discussing, planning, training, machine installation...

Hatdwork payoff

Posted by Jeferson > 1 month ago | Report Abuse

Nationgate is eyeing an extension of its upside movement after breaking past the key resistance. An extension of the bullish setup should result in a fresh “higher high”, where the stock will travel towards the next resistance level at MYR2.15, followed by the one at MYR2.35 !

Posted by pang72 > 1 month ago | Report Abuse

NVIDIA
10:09:59
|
NVDA
133.89
+2.51+1.91

NASDAQ and Nvidia continue to surge..

NATGATE will follow

Posted by telusdansuci > 1 month ago | Report Abuse

Rate cut expected in September and another one in December . I believe that's a positive factor for the market and economy especially for those stocks related to rate cut . I increase my target price from 2.50 - 3.00 for Natgate because high will become higher . Good counter tetap good counter . Natgate boleh dan tetap boleh .

Posted by troy88 > 1 month ago | Report Abuse

Congrats to holders!

Posted by James_Bond > 1 month ago | Report Abuse

Sold another batch at 2.22. Thanks!

Posted by telusdansuci > 1 month ago | Report Abuse

Bought 0.81 first day of listing on ACE market and still hold until now . High become higher. Boleh tetap boleh .

Posted by pang72 > 1 month ago | Report Abuse

Best has yet to come

Posted by YangYang88 > 1 month ago | Report Abuse

Worth to take a look at Natgate CA

Posted by pang72 > 1 month ago | Report Abuse

2.27 lo..
NATGATE is due for a limit up as Nvidia official OEM for thier AI server..

I am wondering the time will come...

Today?

Posted by telusdansuci > 1 month ago | Report Abuse

High always become higher . Boleh tetap boleh .

Posted by pang72 > 1 month ago | Report Abuse

No, it is way too undervalue at $2.29 for Nvidia official OEM.
Supermicro growth from $21 to $899 as Nvidia oem (41x)
NATGATE will growth from $1 to $41 (41x)

Posted by pang72 > 1 month ago | Report Abuse

https://www.orientaldaily.com.my/news/business/2024/07/11/664881?fbclid=IwZXh0bgNhZW0CMTEAAR07zeIGtlZ0SpmpSUNLK1-cpmIGqcB5PERzIJrl-kB45F1VNZz5VlAEx1w_aem_5P7mLXQIy11mImpgBk6hVg

Nvidia will rise from $130 to $230..1 more fold...
NATGATE will ride on this super train to moon... from $2.20 to 3,4,5,6.....

Posted by James_Bond > 1 month ago | Report Abuse

Sold another batch at 2.26. Thanks!

Posted by pang72 > 1 month ago | Report Abuse

Excellent closing.. At $2.26

More to come...

Posted by s3phiroth > 1 month ago | Report Abuse

u guys seriously under estimated how much they can make from optical modules when the production lines fully resume in 2H.

Posted by James_Bond > 1 month ago | Report Abuse

Nvdia share crashed -5.57% (down 7.51) to 127.40 just now! For sure, natgate would follow and melt down today! As usual, when Bro Pang and team shouting buy, it is time to cash out! History is repeating again and again!

Posted by pang72 > 1 month ago | Report Abuse

S3,
I am expecting much more from Nvidia and Xfusion AI server earning on top of networking card full resume production to bring back NATGATE earning.

Posted by pang72 > 1 month ago | Report Abuse

Next year shall be the full blown profit from Nagate. That is why fund manager continue like Nagate very much recently

Posted by pang72 > 1 month ago | Report Abuse

My pick on Notion successful rise from $1 to $2
My Puck in Nategate will up from $1.60 to $3.20 comfortable and easily like Notion because yet no one covering this stock..
Some call for sell...
So, I believe the upside is tremendous

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