Vera Rubin servers start shipping as Foxconn posts record NT$77.5B Q3 profit
ns123abc · x · 2026-11-12
Nvidia's next-gen Vera Rubin AI servers are beginning to ship, and Foxconn expects them to drive strong growth through Q4 2026 and into 2027.
- Vera Rubin compute-tray assembly time cut from over two hours to roughly 20 minutes; Foxconn says its AI rack market share will improve versus the Blackwell generation
- Chairman Young Liu guided high double-digit sequential growth in AI rack shipments for Q4, with high double-digit growth also expected in 2027
- Q3 net profit rose 34% YoY to a record NT$77.5 billion, beating consensus of about NT$69.6 billion; revenue climbed 46% to NT$3.02 trillion (US$91.7 billion)
- Liu flagged ongoing shortages of chips, memory and other key components
More from Infra
- Baidu ships Kunlunxin M100 inference chip, M300 flagship slated for 2027 — Baidu_Inc · 2026-11-12
- Latent Sparse Attention clusters KV values for 70x speedup over full attention — bendee983 · 2026-11-12
- e-means beats k-means in 1.4 epochs, delivering 10-45x GPU speedups on embeddings — pmttyji · 2026-11-12
- Five AWS re:Invent Predictions: Bedrock Agents and Trainium Take Center Stage — DavidLinthicum · 2026-11-12
- FlagOS × MiniCPM5-2B inference throughput challenge opens with ¥30K prizes — _jaydeepkarale · 2026-11-12
- DGX Spark resale beat NVDA stock: same $15,996 returned +73.8% vs -3.4% in 13 months — OwariDa · 2026-11-12