Foxconn Wins Orders Across All Three Nvidia AI Server Platforms, Report Says
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A media report said Foxconn has won orders across Nvidia’s three major AI server platforms — Vera Rubin NVL72, HGX Rubin NVL8 and MGX modular servers — a development expected to drive a surge in the company’s revenue in the second half of 2026. Morgan Stanley estimated the build-of-materials for a Vera Rubin server, the VR200 NVL72, at $7.8 million each, up from $3.99 million for Blackwell’s GB300 NVL72.
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@dnystedtFoxconn has won orders across all three major Nvidia AI server platforms, which are expected to cause 2nd half-2026 revenue to surge, media report, particularly as Morgan Stanley estimates the build-of-materials for Vera Rubin servers (VR20