Core 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]

Core Insights - Lambda and Microsoft have announced a multi-billion dollar agreement to enhance the infrastructure needed for the AI boom, deploying NVIDIA GPU-supported computing resources [1] - Microsoft will deploy "tens of thousands" of NVIDIA GPUs, including the latest GB300NVL72 system, as part of the agreement [1] - The partnership between Lambda and Microsoft has been ongoing for over eight years, marking a significant step in their relationship [1] - Microsoft also announced a separate agreement to export some NVIDIA GPUs to the United Arab Emirates as part of a $15 billion investment plan in the country by 2029 [1]

Group 1 - The core viewpoint of the article highlights the volatility of the stock of Invec (002837.SZ), which surged to a historical high of 71.6 yuan before experiencing a significant drop of 9.11% to 62.99 yuan shortly after opening [1] - The stock has seen a cumulative increase of 131.6% year-to-date, indicating strong market interest in liquid cooling technology [1] - The announcement by CoreWeave, a major cloud service provider, regarding the deployment of NVIDIA's GB300NVL72 system marks a significant milestone in the liquid cooling server market, as it requires a full liquid cooling design due to its high power output of 120kW per cabinet [1] Group 2 - Since July, the liquid cooling server index has risen over 34%, reflecting growing enthusiasm for this technology within the market [1] - Despite the excitement surrounding liquid cooling servers, there are concerns about potential irrational speculation, suggesting that investors should approach this market trend with caution [1]