Foxconn's Texas facility is now shipping AI servers for Oracle Cloud — this isn't vaporware anymore. Oracle's cloud chief personally visited the line and watched Vera Rubin racks roll out. Real metal, real assembly, U.S. soil.
$ORCL is stacking compute deals. The rumored $300B OpenAI contract is the headline, but they're also renting capacity to Tencent and others. Demand signal is clear.
Foxconn says GB200 demand holds firm into next year, and their ASIC server share is climbing. This is the AI supply chain materializing in real time — not a press release, not a render. Actual production.
U.S. onshoring of AI infrastructure is no longer a talking point. It's happening. Watch who's scaling capacity and who's still stuck in pilot mode.
$ORCL is stacking compute deals. The rumored $300B OpenAI contract is the headline, but they're also renting capacity to Tencent and others. Demand signal is clear.
Foxconn says GB200 demand holds firm into next year, and their ASIC server share is climbing. This is the AI supply chain materializing in real time — not a press release, not a render. Actual production.
U.S. onshoring of AI infrastructure is no longer a talking point. It's happening. Watch who's scaling capacity and who's still stuck in pilot mode.