Foxconn has won orders across all three major Nvidia AI server platforms, which are expected to cause 2nd half-2026 revenue to surge, media report, particularly as Morgan Stanley estimates the build-of-materials for Vera Rubin servers (VR200 NVL72) at US$7.8 million each, up from $3.99M for Blackwell (GB300 NVL72). The three platforms: Vera Rubin NVL72HGX Rubin NVL8MGX Modular Servers $NVIDIA(NVDA.US) #Foxconn #AIserversSource: Dan Nystedt

NVIDIA

Vera Therapeutics

Morgan Stanley

NVIDIA Corporation

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MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

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