Compal Electronics
Compal is a late but genuine entrant to AI servers, designing HGX and MGX systems out of its notebook-scale engineering organization. Worth watching mostly for aggressive pricing as it fights for share.
- SG231-2-L1: in-house-designed 2U, 8x NVIDIA Rubin GPU direct-liquid-cooled server on HGX Rubin NVL8, unveiled at GTC 2026 (~24kW, 400 PFLOPS NVFP4)
- GB200 NVL72 rack and tray builds (MGX-derived compute and switch trays) for hyperscale customers
- AMD Instinct MI350 AI server platform shown at COMPUTEX 2025, evidence of multi-vendor design breadth
- Dedicated Infrastructure Systems Business Group
- Pure-play ODM model: designs to hyperscaler/CSP spec rather than selling a retail-branded line
| Model | Platform | Form factor | Cooling |
|---|---|---|---|
| SG231-2-L1 8x Rubin GPUs, ~24kW, shown GTC 2026 | HGX Rubin NVL8 (Vera Rubin) | 2U | DLC |
| GB200 NVL72 rack build MGX-derived compute and switch trays for hyperscale customers | GB200 NVL72 | 72-GPU rack | DLC |
| HGX B200 AI server Production for CSP and hyperscaler customers | HGX B200 | rack | air or DLC |
- NVIDIA HGX Rubin NVL8 launch partner (GTC 2026)
- NVIDIA GB200 NVL72 (MGX) production partner
- NVIDIA HGX B200 partner
- Taiwan (core R&D and production)
- Taylor, Texas, US: new server rack-assembly plant, volume production 2H2026
- Georgetown, Texas, US: server service center
- Combined US investment guided at over $235M
- Pure-play ODM: no retail server brand, ships direct to hyperscaler/CSP customers, not available through reseller channel
- Guided AI servers to ~80% of server-segment sales in 2026
- Direct AI customer names not publicly disclosed, unlike Pegatron
Is Compal Electronics an OEM, ODM or integrator for NVIDIA AI servers?
Compal Electronics sits in the "ODM system designers" tier of our index. SG231-2-L1: in-house-designed 2U, 8x NVIDIA Rubin GPU direct-liquid-cooled server on HGX Rubin NVL8, unveiled at GTC 2026 (~24kW, 400 PFLOPS NVFP4)
Does Compal Electronics design its NVIDIA servers in-house?
Compal is a late but genuine entrant to AI servers, designing HGX and MGX systems out of its notebook-scale engineering organization. Worth watching mostly for aggressive pricing as it fights for share.
Which NVIDIA platforms does Compal Electronics ship?
Compal Electronics ships systems on HGX Rubin NVL8 (Vera Rubin), GB200 NVL72, HGX B200. The systems table on this page lists the specific models.
Where does Compal Electronics manufacture its AI servers?
Taiwan (core R&D and production). Taylor, Texas, US: new server rack-assembly plant, volume production 2H2026. Georgetown, Texas, US: server service center. Combined US investment guided at over $235M