Hon Hai Precision Industry Co (鴻海精密) expects server revenue to exceed its iPhone revenue within two years, with the possibility of achieving this goal as early as this year, chairman Young Liu (劉揚偉) said on Tuesday at Nvidia Corp’s annual technology conference in San Jose, California.
AI would be the primary focus this year for the company, also known as Foxconn Technology Group (富士康科技集團), as rapidly advancing AI applications are driving up demand for AI servers, Liu said.
The production and shipment of Nvidia’s GB200 chips and the anticipated launch of GB300 chips in the second half of the year would propel Hon Hai’s strong revenue growth, he said.
Photo courtesy of Hon Hai Precision Industry Co via CNA
Liu’s remarks came as the company showcased new AI server racks and other products at the weeklong GPU Technology Conference (GTC). He led a delegation of more than 70 engineers and executives to the event this year, doubling the size from last year. The company is among more than 20 Taiwanese companies joining this year’s GTC.
Hon Hai was the first of Nvidia’s AI server partners to display new-generation AI server racks at the event, with its GB300 NVL72 server rack featuring Nvidia’s new Blackwell Ultra graphics processing units, 36 of Nvidia’s Grace central processing units, advanced superchip ecosystems, liquid cooling technology and Nvidia’s Omniverse digital twin technology.
The company’s subsidiary Ingrasys Technology Inc (鴻佰科技) is supplying the new liquid cooling solutions to AI server racks equipped with GB300 chips, it said.
Hon Hai, which Liu said is currently the world’s largest AI server supplier, is ramping up production of those high-end servers based on Nvidia's GB200 chips after starting small-volume production in December last year.
At the event, the company also showcased several automated machines, including hybrid robots that integrate high-end visual recognition, and precision motion technologies that support the semiconductor industry and automation needs.
The company’s AI nursing robot, Nurabot, made its debut at the GTC. Nurabot is designed to optimize medical workflows and enhance patient care, Hon Hai said.
The robot would first enter service at Taichung Veterans General Hospital and in the company’s partner hospitals in Taiwan later this year, it said.
In addition to Hon Hai, Wiwynn Corp (緯穎) showcased a series of new servers based on Nvidia’s GB300 NVL72 in collaboration with its parent company, Wistron Corp (緯創).
Wiwynn is one of the first electronics makers to supply GB200 NVL 72 server racks, the company said.
Wiwynn also demonstrated new AI servers running on Nvidia’s HGX B300 NVL 16, as well as a direct liquid cooling rack, the company said.
Meanwhile, Asustek Computer Inc (華碩) exhibited new AI pods, server racks equipped with Nvidia’s GB300 NVL72, and servers running on Nvidia B200 NVL8 and HGX H200 chips.
The company has secured orders for the new AI pods, it said.
Additional reporting by CNA
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