Taiwan AI server giant Wistron raised its 2026 capex by NT$10.5 billion for capacity expansion and building improvements in Texas, USA and Hsinchu, Taiwan, media report. The plan for Texas was raised to NT$18.89B (US$581.3 million) from NT$17.27B previously, while the Hsinchu plan to NT$30.48B from NT$21.53B. $NVIDIA(NVDA.US) $Super Micro Computer(SMCI.US) $Dell Tech(DELL.US) $Oracle(ORCL.US) #AIservers
Source: Dan Nystedt
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