On February 5, news broke that Hon Hai Precision Industry Co., Ltd. (commonly referred to as Foxconn) generated revenue amounting to NT$730 billion (roughly equivalent to US$23 billion) in January. This impressive figure represents a substantial 35.5% surge compared to the same period in the previous year. Such a performance underscores the unwavering market demand for NVIDIA servers amid the global surge in AI development. However, it's worth noting that the 2025 Spring Festival holiday, which occurred in January, may have skewed year-on-year comparisons. Looking ahead, it is projected that Hon Hai's sales for the quarter ending in March will witness a robust 28% growth. As a leading manufacturer of data center servers, Hon Hai occupies a pivotal position in the AI hardware ecosystem, with NVIDIA at its core. Despite the looming uncertainties surrounding technology monetization and cautions of potential market overcapacity, American tech giants like Meta and Amazon persist in making significant investments in deploying essential AI infrastructure, thereby providing a substantial boost to Hon Hai's business.