On October 5, Hon Hai Precision, a key collaborator of NVIDIA, unveiled its quarterly revenue figures, which surpassed market expectations and underscored the sustained global investment in artificial intelligence infrastructure. During the three-month period concluding in September, Hon Hai's revenue soared to NT$3.03 trillion (equivalent to US$95.4 billion), marking a significant 47% year-on-year increase. This figure outperformed analysts' consensus estimate of NT$2.83 trillion. Prior to this, Micron Technology had also projected a positive outlook, which, coupled with Hon Hai's sales growth, signals ongoing capital expenditure in the AI domain.

In the meantime, prominent figures such as Sam Altman, CEO of OpenAI, and Dario Amodei, CEO of Anthropic, have recently advocated for a deceleration in the advancement of nascent AI technologies to guarantee human oversight. As NVIDIA's server assembly ally, Hon Hai has reaped the benefits of the worldwide expansion of cloud computing infrastructure over the past two years. Amidst escalating investor apprehensions regarding overcapacity, mounting debt, and regulatory challenges, Hon Hai's sales performance has emerged as a pivotal gauge of the AI industry's vitality. The company's stock price has experienced an approximate 10% uptick this year.