Woofun AI reports that Foxconn has obtained the initial manufacturing agreement for SpaceX’s upcoming generation of AI servers, which utilize NVIDIA’s GB300 chips. This development disrupts the existing duopoly held by Dell and Supermicro in this sector.

The contract is valued at approximately $52 billion and remains outside the company’s current revenue forecasts. This exclusion implies that Hon Hai’s artificial intelligence business growth may exceed prior estimates. Combined with robust performance from subsidiary FII, market anticipation for Hon Hai’s second-half financial results has increased substantially.