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foxconn
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Foxconn Q3 revenue up 47%: The AI picks-and-shovels player deliversAI bubble theorists took another hit today—this time from a contract manufacturer.
On October 5, Foxconn (the largest server assembler for NVIDIA) reported revenue of NT$3.03 trillion (about US$95.4 billion) for July–September, up 47% year over year.
LSEG SmartEstimate was NT$2.83 trillion. A huge beat.
Just three points to focus on 👇
1️⃣ This isn’t a PowerPoint—it’s shipments. Foxconn builds AI server racks for NVIDIA, and its revenue reflects orders being fulfilled. Harder evidence than any CEO interview.
2️⃣ The quarter-over-quarter growth was strong, too. Q2 revenue was NT$2.53 trillion. Based on the publicly available figures, Q3 was up roughly 20% quarter over quarter. When it reported Q2 earnings in August, Foxconn itself said Q3 would see “significant quarter-over-quarter growth and strong year-over-year growth.” Looks like it delivered.
Foxconn Q3 revenue up 47%: The AI picks-and-shovels player delivers
AI bubble theorists took another hit today—this time from a contract manufacturer.
On October 5, Foxconn (the largest server assembler for NVIDIA) reported revenue of NT$3.03 trillion (about US$95.4 billion) for July–September, up 47% year over year.
LSEG SmartEstimate was NT$2.83 trillion. A huge beat.
Just three points to focus on 👇
1️⃣ This isn’t a PowerPoint—it’s shipments. Foxconn builds AI server racks for NVIDIA, and its revenue reflects orders being fulfilled. Harder evidence than any CEO interview.
2️⃣ The quarter-over-quarter growth was strong, too. Q2 revenue was NT$2.53 trillion. Based on the publicly available figures, Q3 was up roughly 20% quarter over quarter. When it reported Q2 earnings in August, Foxconn itself said Q3 would see “significant quarter-over-quarter growth and strong year-over-year growth.” Looks like it delivered.
On October 5, Foxconn (the largest server assembler for NVIDIA) reported revenue of NT$3.03 trillion (about US$95.4 billion) for July–September, up 47% year over year.
LSEG SmartEstimate was NT$2.83 trillion. A huge beat.
Just three points to focus on 👇
1️⃣ This isn’t a PowerPoint—it’s shipments. Foxconn builds AI server racks for NVIDIA, and its revenue reflects orders being fulfilled. Harder evidence than any CEO interview.
2️⃣ The quarter-over-quarter growth was strong, too. Q2 revenue was NT$2.53 trillion. Based on the publicly available figures, Q3 was up roughly 20% quarter over quarter. When it reported Q2 earnings in August, Foxconn itself said Q3 would see “significant quarter-over-quarter growth and strong year-over-year growth.” Looks like it delivered.
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#SpaceX I ordered 13,000 server racks NVIDIA GB300 from Foxconn for $52 billion 🔥🚀
According to a Taiwanese outlet, SpaceX placed an order with Foxconn worth around $52 billion, covering approximately 13,000 racks of NVIDIA GB300 HII servers.
Deliveries are expected to begin in the fourth quarter of 2026 and continue through the first quarter of 2027. The cost of each rack is about $4 million.
The total order volume includes 936,000 NVIDIA graphics processors. At the same time, it’s still unclear whether the entire contract will go exclusively to Foxconn, or whether SpaceX will split the rack procurement among multiple rack assemblers.
$SPCX #FOXCONN #NVIDIA
{spot}(NVDABUSDT)
{spot}(SPCXBUSDT)
#SpaceX I ordered 13,000 server racks NVIDIA GB300 from Foxconn for $52 billion 🔥🚀
According to a Taiwanese outlet, SpaceX placed an order with Foxconn worth around $52 billion, covering approximately 13,000 racks of NVIDIA GB300 HII servers.
Deliveries are expected to begin in the fourth quarter of 2026 and continue through the first quarter of 2027. The cost of each rack is about $4 million.
The total order volume includes 936,000 NVIDIA graphics processors. At the same time, it’s still unclear whether the entire contract will go exclusively to Foxconn, or whether SpaceX will split the rack procurement among multiple rack assemblers.
$SPCX #FOXCONN #NVIDIA
According to a Taiwanese outlet, SpaceX placed an order with Foxconn worth around $52 billion, covering approximately 13,000 racks of NVIDIA GB300 HII servers.
Deliveries are expected to begin in the fourth quarter of 2026 and continue through the first quarter of 2027. The cost of each rack is about $4 million.
The total order volume includes 936,000 NVIDIA graphics processors. At the same time, it’s still unclear whether the entire contract will go exclusively to Foxconn, or whether SpaceX will split the rack procurement among multiple rack assemblers.
$SPCX #FOXCONN #NVIDIA
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Bullish
Foxconn Accelerates AI Infrastructure Shift as Q2 Profit Beats Expectations
📈 Foxconn reported Q2 2026 net profit of NT$59.97 billion, up 35% year over year and above market expectations. Revenue climbed 41% to NT$2.526 trillion, the second-highest quarterly level in the company’s history.
🤖 Cloud & Networking, including AI servers and racks, accounted for 51% of revenue for the first time, surpassing the 50% mark, while smart consumer electronics represented around 29%. The shift highlights AI’s growing role as Foxconn’s main growth driver.
🚀 Foxconn maintained its strong-growth outlook for 2026 and expects AI server rack revenue to more than double this year. The company is also preparing for mass production of Nvidia’s Vera Rubin platform from Q3.
🔎 The results reinforce signs that AI infrastructure demand from cloud service providers remains strong, although gross margins continue to face some pressure.
#Foxconn $BNB $TRX $LTC
Foxconn Accelerates AI Infrastructure Shift as Q2 Profit Beats Expectations
📈 Foxconn reported Q2 2026 net profit of NT$59.97 billion, up 35% year over year and above market expectations. Revenue climbed 41% to NT$2.526 trillion, the second-highest quarterly level in the company’s history.
🤖 Cloud & Networking, including AI servers and racks, accounted for 51% of revenue for the first time, surpassing the 50% mark, while smart consumer electronics represented around 29%. The shift highlights AI’s growing role as Foxconn’s main growth driver.
🚀 Foxconn maintained its strong-growth outlook for 2026 and expects AI server rack revenue to more than double this year. The company is also preparing for mass production of Nvidia’s Vera Rubin platform from Q3.
🔎 The results reinforce signs that AI infrastructure demand from cloud service providers remains strong, although gross margins continue to face some pressure.
#Foxconn $BNB $TRX $LTC
📈 Foxconn reported Q2 2026 net profit of NT$59.97 billion, up 35% year over year and above market expectations. Revenue climbed 41% to NT$2.526 trillion, the second-highest quarterly level in the company’s history.
🤖 Cloud & Networking, including AI servers and racks, accounted for 51% of revenue for the first time, surpassing the 50% mark, while smart consumer electronics represented around 29%. The shift highlights AI’s growing role as Foxconn’s main growth driver.
🚀 Foxconn maintained its strong-growth outlook for 2026 and expects AI server rack revenue to more than double this year. The company is also preparing for mass production of Nvidia’s Vera Rubin platform from Q3.
🔎 The results reinforce signs that AI infrastructure demand from cloud service providers remains strong, although gross margins continue to face some pressure.
#Foxconn $BNB $TRX $LTC
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Article
STOCKS | Cook Makes One of Final CEO Appearances at Foxconn's Houston PlantApple CEO Tim Cook visited Foxconn's Houston plant on Thursday alongside U.S. Commerce Secretary Howard Lutnick, marking one of his final public appearances at the facility. The visit focused on the company's ongoing investment in U.S. manufacturing capabilities and highlighted the development of a new Mac Mini assembly line.
The new assembly line is located within a 170,000-square-foot building at the Foxconn facility, which had previously been used for producing AI servers for Apple. The company expects this line to begin production soon, signaling a significant step in Foxconn's efforts to expand its manufacturing footprint in the United States.
During the visit, Cook and Lutnick also discussed the launch of a new manufacturing academy designed to train workers for high-tech production roles. This initiative aims to strengthen the U.S. supply chain and support the company's long-term growth strategy in the region by developing a skilled workforce.
The move underscores Apple's commitment to local manufacturing and its broader push to diversify supply chains amid global uncertainties. The Houston plant's expansion and new training programs are expected to bolster Apple's production capacity and reinforce its presence in the U.S. market.
More details are available in the official Binance Square post. #Apple #Foxconn #Manufacturing
STOCKS | Cook Makes One of Final CEO Appearances at Foxconn's Houston Plant
Apple CEO Tim Cook visited Foxconn's Houston plant on Thursday alongside U.S. Commerce Secretary Howard Lutnick, marking one of his final public appearances at the facility. The visit focused on the company's ongoing investment in U.S. manufacturing capabilities and highlighted the development of a new Mac Mini assembly line.
The new assembly line is located within a 170,000-square-foot building at the Foxconn facility, which had previously been used for producing AI servers for Apple. The company expects this line to begin production soon, signaling a significant step in Foxconn's efforts to expand its manufacturing footprint in the United States.
During the visit, Cook and Lutnick also discussed the launch of a new manufacturing academy designed to train workers for high-tech production roles. This initiative aims to strengthen the U.S. supply chain and support the company's long-term growth strategy in the region by developing a skilled workforce.
The move underscores Apple's commitment to local manufacturing and its broader push to diversify supply chains amid global uncertainties. The Houston plant's expansion and new training programs are expected to bolster Apple's production capacity and reinforce its presence in the U.S. market.
More details are available in the official Binance Square post. #Apple #Foxconn #Manufacturing
The new assembly line is located within a 170,000-square-foot building at the Foxconn facility, which had previously been used for producing AI servers for Apple. The company expects this line to begin production soon, signaling a significant step in Foxconn's efforts to expand its manufacturing footprint in the United States.
During the visit, Cook and Lutnick also discussed the launch of a new manufacturing academy designed to train workers for high-tech production roles. This initiative aims to strengthen the U.S. supply chain and support the company's long-term growth strategy in the region by developing a skilled workforce.
The move underscores Apple's commitment to local manufacturing and its broader push to diversify supply chains amid global uncertainties. The Houston plant's expansion and new training programs are expected to bolster Apple's production capacity and reinforce its presence in the U.S. market.
More details are available in the official Binance Square post. #Apple #Foxconn #Manufacturing
40
$FET
#Foxconn #Nvidia and #Mistral #AI announced major deals in AI infrastructure at the European VivaTech: cheap nuclear energy from France and local talent are attracting global investments.
The race for the future of artificial intelligence in Europe is effectively moving to Paris this week: the flagship tech conference in the city #VivaTech is turning into a magnet for global tech giants who see France as the key to AI development on the continent.
$FET
{future}(FETUSDT)
$TRUMP
{future}(TRUMPUSDT)
$FET
#Foxconn #Nvidia and #Mistral #AI announced major deals in AI infrastructure at the European VivaTech: cheap nuclear energy from France and local talent are attracting global investments.
The race for the future of artificial intelligence in Europe is effectively moving to Paris this week: the flagship tech conference in the city #VivaTech is turning into a magnet for global tech giants who see France as the key to AI development on the continent.
$FET
$TRUMP
#Foxconn #Nvidia and #Mistral #AI announced major deals in AI infrastructure at the European VivaTech: cheap nuclear energy from France and local talent are attracting global investments.
The race for the future of artificial intelligence in Europe is effectively moving to Paris this week: the flagship tech conference in the city #VivaTech is turning into a magnet for global tech giants who see France as the key to AI development on the continent.
$FET
$TRUMP
818
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