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Quanta, the AI server giant, said order visibility extends into 2028, and the CFO is “very excited” about the next 2-years, at its 2nd quarter investors’ conference, media report:

-Capex raised to NT$40 billion from NT$30 billion

-AI server capacity will double by end-2026 vs last year.

-2028 AI server capacity to double again vs 2026.

-AI servers accounted for 75-80% of total server revenue

-In the 3rd quarter, AI server revenue will grow by a double-digit percent vs Q2

-For full year 2026, AI server revenue will double vs 2025

-Top 5 CSPs/Hyperscalers are all Quanta clients

-It has also won AI server and ASIC server orders from Neo Clouds

-Quanta made a US$973 million cash injection into US operations for further expansion

-Full year laptop shipments are expected to drop by a double digit % $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) #AIservers #laptops

Source: Dan Nystedt