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The start of Nvidia Vera Rubin server production, mass Blackwell GB300 and B300 server production are fueling record high revenue at AI server giant Wistron, and AMD CEO Lisa Su’s recent visit to a new Wistron plant (Zhubei A1) point to continued strength with Helios server orders as well, media report.

Wistron’s 3rd quarter revenue rose 102.4% year-on-year to an all-time-high NT$1.15 trillion, while January thru September revenue hit NT$2.9 trillion, up 97.3%. September revenue rose 87.2% to NT$380.81 billion. Wistron again beat out rival Quanta Computer for 2nd place in quarterly revenue among Taiwan AI server makers. Foxconn is No. 1. $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Broadcom(AVGO.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Microsoft(MSFT.US)

Source: Dan Nystedt

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