Worth approximately $52 billion, Foxconn secures first manufacturing contract for SpaceX's next-generation AI server

According to a post on X by Citrini analyst jukan, Foxconn has secured the first contract to manufacture SpaceX's next-generation AI servers, which are powered by NVIDIA's GB300. This move breaks the duopoly of Dell and Supermicro. The project is reportedly valued at approximately $52 billion and has not been included in the company's existing revenue guidance, suggesting that Hon Hai's AI business momentum may be stronger than previously anticipated. Coupled with the strong performance of its subsidiary FII, market expectations for Hon Hai's second-half results have significantly risen.