Tweeted by TradexWhi
Tweeted by TradexWhisperer@485550903
"SpaceX has just awarded Foxconn a $52 billion order for around 13,000 racks of NVIDIA GB300 AI servers, with shipments expected to begin in Q4 2026 and continuing until Q1 2027, and where each rack costs around $4 million."
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"Analysts point out that Foxconn's Chairman Liu Yang-wei's previous AI business revenue guidance did not include the SpaceX AI server ODM order. With Musk's $52 billion big purchase of AI servers and Foxconn securing the related manufacturing order, the momentum of Foxconn's AI business will be stronger than expected, and the scale will also be larger than expected."