Valued at around $52 billion, Foxconn secures the first manufacturing contract for SpaceX’s next-generation AI servers.

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