Foxconn Subsidiary Becomes NVIDIA DSX Pod Global Partner
Photo: TokenPost
Foxconn could take as much as half of NVIDIA’s Vera Rubin server orders, giving the Taiwanese manufacturer a potentially large role in AI infrastructure supply. Foxconn’s initial share is expected at 40% to 45%, despite full orders and tight capacity. The potential increase is tied to a shift in SpaceX’s AI server purchases toward direct supply from original design manufacturers (ODMs), which design and build hardware for customers. SpaceX is expected to be the largest buyer of VR200 systems in 2027. The potential market for NVIDIA NVL72 racks is estimated at 73,000 units in 2026 and 96,000 in 2027.
Source: TokenPost
