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AI factory build in Korea leaves server, cooling supply chain tied to Taiwan

Construction of gigawatt-scale AI factories in South Korea is getting under way, but server assembly and liquid-cooling component supply chains are controlled by Taiwanese companies, raising concerns that Korean materials and parts suppliers are being sidelined. Nvidia plans to ship fully assembled compute trays from its next-generation Vera Rubin platform, narrowing assembly partners to Foxconn, Quanta and Wistron. Cooling component suppliers Auras and AVC have also taken an early lead.

AI & Enterprise

Cisco shares fall despite profit, revenue forecast beating expectations

Cisco shares fell even after the company reported results and issued a revenue outlook above market expectations. Cisco forecast quarterly revenue of $18.2 billion, compared with its previous view of $18.0 billion and an LSEG consensus estimate of $16.8 billion. Profit guidance for the quarter also beat expectations and annual guidance was strong, but the stock declined in after-hours trading after a sharp rise ahead of earnings.

AI & Enterprise

Jensen Huang sees GPUs like real estate; China is biggest variable in $500 billion AI financing

Nvidia is pushing a financing structure to support a $500 billion pipeline for data centres and GPU clusters, framing its AI chips as long-term investable assets. The plan rests on the assumption that GPUs can hold value like real assets rather than depreciating quickly. Analysts flag depreciation as a key risk and cite potential low-cost chip supply from China as the biggest variable. Borrower credit quality is also a factor.