Taiwan AI server giant, Wistron, plans to spend NT$60 billion (US$1.9B) to expand capacity in the US and Taiwan this year as AI momentum continues, media report. Chairman Simon Lin said 1st and 2nd quarter both look strong and 2026 revenue should grow by a high double digit%. The Q3 challenge will be a product transition that could see revenue dip below Q2. Lin said demand remains exceptionally strong across both GPU and ASIC architectures and 70% of Wistron’s revenue is now AI-related. He also said global laptop shipments are expected to drop 5%-10% this year, but networking product shipments are expected to 10X. $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Arista Networks(ANET.US) $Cisco(CSCO.US)

Source: Dan Nystedt