富士康计划斥资至多50亿美元拓展美国业务

Core Viewpoint - Hon Hai Precision Industry Co. plans to invest between $1 billion and $5 billion to expand its manufacturing operations in the U.S. to meet the growing demand from leading AI companies like Nvidia and OpenAI [1] Group 1: Investment and Expansion Plans - The company aims to enhance its server production capacity for AI data centers, with a target of assembling up to 2,000 server racks per week by 2026, doubling its current capacity [1] - This expansion is part of a broader strategy to solidify and increase its market share in the AI hardware ecosystem, reducing reliance on Apple’s iPhone assembly business [1] Group 2: Partnerships and Collaborations - Hon Hai has entered into a comprehensive cooperation agreement with OpenAI for server design and production, indicating its desire to expand its role and enhance its industry reputation [1] - The company has also formed a joint venture with Intrinsic to explore smart factories upgraded with robotics technology, highlighting the growing importance of robotics in industrial and commercial applications [1] Group 3: Market Context and Opportunities - The collaboration with OpenAI is part of an effort to address challenges in local manufacturing and installation integration for AI data centers in the U.S. [1] - Nvidia's CEO has indicated that the AI sector presents a market opportunity worth trillions of dollars, underscoring the potential for growth in this area [1]