Nvidia(US:NVDA) Zhi Tong Cai Jing·2025-11-21 11:01Core Insights - Foxconn plans to build the largest GPU cluster in Taiwan and deploy its first supercomputing center based on NVIDIA's GB300NVL72 system, marking an acceleration in local AI infrastructure development [1] - The new AI factory infrastructure will support scalable enterprise-level computing capabilities, with the data center valued at approximately $1.4 billion and having a capacity of 27 megawatts [1] - Foxconn's parent company, Hon Hai Precision, has established Visionbay.ai, focusing on AI supercomputing and cloud operations, offering GPU as a service and cloud-based AI application stores [1][2] Group 1 - Foxconn's GB300NVL72 system is expected to be operational in the first half of next year, indicating a significant investment in AI capabilities [1] - The company has not commented on the investment amount and power capacity of the facility [1] - Visionbay.ai aims to provide high-performance training, fine-tuning, development, and inference capabilities with minimal barriers for enterprises adopting AI [1] Group 2 - Foxconn has announced a partnership with OpenAI to produce key components for its data centers in the United States [2] - The company provided an optimistic outlook in its Q3 earnings report, indicating that AI-related demand will be a major growth driver by 2026 [2]