Foxconn controls about 40% of global market share for servers, and its jump in AI revenue could be a case of “right place, right time,” says Kirk Yang, chairman of Kirkland Capital and a longtime Foxconn watcher. The company could leverage both “years of server experience” and a close relationship working with Nvidia.

Nvidia's new generation of AI accelerators based on the GB200 superchips is to be produced in Mexico. It is set to become the world's largest Blackwell factory.

Nvidia and Foxconn are building Taiwan’s largest supercomputer using Nvidia Blackwell chips.