LXC ✧𝔸𝕀✧
@LXC_X_
Embrace AI, shape the future! This account will be focusing on AI related topics, including tech, supply chain and stock. 拥抱AI，一起塑造未来！ 此号主要关注AI相关的话题，包括技术、供应链和股票
加入 March 2010
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《经济日报》最新报道，称鸿海首次拿下SpaceX GB300 AI服务器制造大单，估算13,000柜、价值约520亿美元，打破Dell和Super Micro垄断。
单价：$52B/13K = $4M ？
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FOXCONN HAS BROKEN DELL AND SUPERMICRO’S DUOPOLY BY WINNING ITS FIRST CONTRACT TO MANUFACTURE SPACEX’S NEXT-GENERATION AI SERVERS POWERED BY NVIDIA’S GB300.
- The project is reportedly worth approximately $52 billion, making it a massive deal.
- This order was not included in the company’s existing revenue guidance, suggesting that Hon Hai’s AI business momentum could be far stronger than previously expected. Combined with strong results from its subsidiary FII, expectations for Hon Hai’s second-half performance have risen significantly.
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