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AI is not a bubble, senior executive at Nvidia supplier Wistron says
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AI is not a bubble, senior executive at Nvidia supplier Wistron says
Mar 11, 2026 3:13 AM

TAIPEI, Feb 6 (Reuters) - Artificial intelligence is not a bubble, and 2026 AI-related order growth will be more than last year, Simon Lin, the chairman of ‌Taiwanese electronics manufacturer Wistron ( WICOF ), said on Friday.

"We believe AI ​really does help all industries, so I don't ‍think it's a bubble; I ⁠think it ⁠will mark a new era. A new AI era is ‌arriving," Lin, whose company ​is an Nvidia ( NVDA ) supplier, told reporters in Taipei.

Wistron's ( WICOF ) order situation is good ⁠up into 2027, and ‍for ​this year growth will be "significant" compared with the prior year, he added.

The company said ‍last year that its new U.S. manufacturing facilities for Nvidia ( NVDA ) would be ready in 2026 and the firm was in talks with other potential customers.

Volume production there will ​start ‍in the first half of this year, Lin said.

Part of the facilities will ​be used by Nvidia ( NVDA ) to support its plan to build AI servers worth up to $500 billion in the U.S. over the next four years.

The U.S. firm said last April it planned to build supercomputer manufacturing ​plants in Texas, partnering with Foxconn in Houston and Wistron ( WICOF ) in Dallas.

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