Nvidia(US:NVDA) Jing Ji Ri Bao·2025-12-16 23:30Group 1 - The Trump administration announced the formation of the "US Tech Force," a research team of 1,000 engineers and experts, inviting major tech companies like Apple, NVIDIA, Oracle, Google, Dell, Microsoft, and OpenAI to participate in advancing AI infrastructure and digital transformation in the US [1][2] - The initiative is seen as a strong endorsement of AI development in the US, aiming to mitigate concerns about an "AI bubble" and ensuring robust growth in the sector under US dominance [1] - Taiwanese server manufacturers, including Hon Hai, Quanta, and Wistron, are expected to benefit significantly from the upcoming large orders related to AI infrastructure, as they hold over 90% of the global market share in AI server manufacturing [1] Group 2 - Hon Hai's global market share in AI servers exceeds 40%, positioning it as a key partner for the US in AI development, with expectations of increased market share driven by upcoming product launches from NVIDIA [1] - Quanta is optimistic about the AI server business, with visibility of orders extending at least until the end of 2026, and plans to expand AI server production capacity to meet strong customer demand [2] - The "US Tech Force" aims to recruit 1,000 engineers and experts with annual salaries ranging from $150,000 to $200,000, reflecting a significant effort to modernize the US workforce in response to the rapid expansion of AI ecosystems, particularly in competition with China [2]