---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000854119.md"
description: "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 #laptopsSource: Dan Nystedt"
datetime: "2026-08-14T03:16:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000854119.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000854119.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000854119.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Quanta, the AI server giant, said order visibility…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**