Pegatron, a Taiwan giant late to the AI server game, expects 10X growth in AI server shipments this year, with growth each quarter as momentum picks up into a strong 2nd half 2026, media report, particularly Nvidia GB-series and Vera Rubin-based servers, said Co-CEO K.C. Cheng. He said Pegatron’s Texas AI server plant will be completed and begin trial production by the end of March. Pegatron expects shipments of laptops and game consoles (Nintendo Switch) to pick up in the 2nd quarter. $NVIDIA(NVDA.US) $Oracle(ORCL.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) #Pegatron #AIservers

Source: Dan Nystedt