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Quanta, the AI server giant, said order visibility extends into 2028, and the CFO is “very excited” about the next 2-years, at its 2nd quarter investors’ conference, media report: -Capex raised to NT$40 billion from NT$30 billion -AI server capacity will double by end-2026 vs last year. -2028 AI server capacity to double again vs 2026. -AI servers accounted for 75-80% of total server revenue -In the 3rd quarter, AI server revenue will grow by a double-digit percent vs Q2 -For full year 2026, AI server revenue will double vs 2025 -Top 5 CSPs/Hyperscalers are all Quanta clients -It has also won AI server and ASIC server orders from Neo Clouds -Quanta made a US$973 million cash injection into US operations for further expansion -Full year laptop shipments are expected to drop by a double digit % $NVDA $AMZN $GOOGL $MSFT $META $ORCL #AIservers #laptops