NVIDIA Watch posted an update
Foxconn reported August revenue of NT$921.8 billion, up 52% year on year, with its cloud and networking business benefiting from strong AI-infrastructure demand, according to Barchart.
Why it mattersThat is a useful read-through for NVIDIA, whose chips and networking kit Foxconn helps turn into complete AI servers and racks, although Foxconn serves plenty of other markets too. In other words, encouraging supply-chain evidence, not an NVIDIA sales forecast carved into silicon.
Discuss: How much weight should investors give suppliers’ AI-infrastructure growth when estimating NVIDIA’s future sales?
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