Taiwan's Foxconn to provide AI servers for Stargate Project
台灣富士康將為星際之門計畫提供人工智慧伺服器
| SoftBank founder visits Taiwan to secure AI servers for large AI infrastructure project
TAIPEI (Taiwan News) — Equipment acquisition for Stargate Project, a large-scale AI construction project with a total investment of up to US$500 billion (NT$14.95 trillion) in Texas, is underway. The project is backed by SoftBank, OpenAI, Oracle, and MGX. A key figure in the project, Son Masayoshi, president of Japan's SoftBank Group, visited Taiwan last week to meet with supply chain partners to discuss procurement details, per UDN. According to individuals familiar with the project, Nvidia AI chips will be used, and Foxconn will be entrusted to build AI servers. Foxconn is already experiencing full production for Nvidia GB200 AI servers this year, with the newest GB300 AI server going into mass production with shipment expected in the third quarter. Foxconn is the first supplier entrusted with the production of GB300, which costs significantly more than GB200, potentially becoming a major contributor to Foxconn's full-year performance. The first phase of the Stargate Project will see 10 AI data centers built in Texas for US$100 billion. Plans include building similar AI data centers in other states such as Oregon, Wisconsin, and Pennsylvania. Foxconn never comments on customer status; however, Foxconn Chair Young Liu (劉揚偉) recently said AI servers are experiencing full production, with April experiencing strong growth, and AI cabinet shipments increasing every quarter. Foxconn has also introduced several innovations in AI servers. At the recently concluded Computex, liquid cooling innovations and components such as universal quick disconnect were shown to have made Nvidia's recommended vendor list. As Foxconn increases the usage of self-produced components, gross profit will simultaneously increase. According to sources, Foxconn has also won ASIC server orders from three cloud service providers. The orders are for Level 10 services, which include full assembly, software installation, and testing. |
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| Sean Scanlan, Taiwan News, Staff Writer | |
| 2025-05-26 |
