Foxconn cheers up investors with AI and EV promises
Chairman pledges 2025 growth
Foxconn appears to have sobered up after last week’s hangover, now claiming its 2025 revenue will smash past last year’s total despite an earlier downgrade that spooked the market.
Nvidia ramps up Blackwell AI rack shipments
Suppliers fix mess, shipments rise, and Jensen breathes easier
Nvidia's kit partners have finally sorted out the mess that was delaying its flagship Blackwell AI server racks, and now the silicon is flowing just in time for the chipmaker’s next earnings pitch to the cocaine nose jobs of Wall Street.
Foxconn builds $1.5bn plant in India
Apple's iPhone supply chain shifts further from China to Chennai
The Fruity Cargo Cult Apple is moving more of its iPhone supply chain into India, with its long-time partner Foxconn dropping $1.5 billion on a new display module plant near Chennai.
Foxconn enjoys a profit boom
But warns of trouble ahead
Foxconn has reported 91 per cent surge in profit this quarter but warned that it is cutting its full-year outlook over US tariff games.
Nvidia rushes B300 AI chip production forward
New GPU plugs gaps left by banned H20 chips
Nvidia is pushing production of its new B300 AI chip forward to May, using Taiwan Semiconductor Manufacturing’s latest 5nm (N4P) process and CoWoS-L advanced packaging technology.
Nvidia and partners to make AI supercomputers in US
Over a few years, investment worth 500B
Nvidia is working with partners to manufacture AI supercomputers entirely in the U.S. Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space: facilities in Arizona will build and test NVIDIA Blackwell chips, while those in Texas will assemble the AI supercomputers. Jensen Huang is bringing some jobs back.
Nvidia bets big on the US for AI supercomputers
Blackwell factories to take root in Arizona and Texas
Nvidia is yanking its AI chip and supercomputer production back to the US, planning to churn out its Blackwell architecture entirely within American borders for the first time.
China leads humanoid robot charge.
Bets big on bipedal bots while the US flaps over security fears
Foxconn is getting first dibs on China’s humanoid robots, while the US dithers over national security fears and turf wars.
Foxconn mulls buying Renault’s stake in Nissan
Electric vehicle collaboration talks
Foxconn has confirmed its interest in acquiring Renault’s stake in Nissan if required for collaboration on electric vehicle projects.
Foxconn reports record profit
AI Growth Projections
Taiwanese tech giant Foxconn has reported a forecast-topping net profit for the third quarter and anticipates robust future growth in demand for artificial intelligence (AI) servers.