The sole driver of this macroeconomic leap was the aggressive global demand for artificial intelligence servers. While software startups fight for the profitability of their APIs, the world’s primary electronics assembler is locking in guaranteed superprofits. Foxconn, as a key manufacturing partner to NVIDIA and Apple, is monetizing the infrastructural panic among hyperscalers. This report confirms the main business trend of the year: the real money in the AGI era is made by those physically assembling compute racks for data centers.
Source: Foxconn / Reuters / The Edge Malaysia
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