Nvidia, AMD AI Chip Race Heats Up; $200 Billion Market

Foxconn is experiencing a surge in profit, with a 27% increase in the second quarter, driven by strong demand for AI servers. The company anticipates a revenue increase in the third quarter, projecting a more than 170% year-over-year increase in AI server revenue. Foxconn is expanding its production capabilities in Mexico, Texas, and Wisconsin to meet this demand and is also collaborating with Nvidia on humanoid robot development, planning a debut at their Tech Day event in November. While Foxconn's AI server business is thriving, the company anticipates a potential decline in its smart consumer electronics business, including iPhone assembly, due to geopolitical shifts and potential US tariffs. Meanwhile, AMD is emerging as a strong competitor to Nvidia in the AI chip market. Analysts predict substantial growth for AMD's AI segment, driven by products like the Instinct MI300 AI accelerator, potentially leading AMD to become a trillion-dollar company. Other companies are also entering the AI infrastructure market, including New Era Energy & Digital, which is developing the Texas Critical Data Centers (TCDC) project, a 1 gigawatt AI and high-performance computing campus. In other AI developments, Vocodia AI's digital voice agents are outperforming human sales teams for Maxoderm, generating higher revenue per call. C3.ai's stock jumped after launching its Agentic AI Websites service, turning websites into interactive platforms. ServiceNow is targeting $1 billion in AI revenue by 2026 with its Now Assist AI platform, experiencing a 50% increase in AI deals quarter-over-quarter. Applied Materials' upcoming earnings will indicate the continued strength of AI-related chip demand. Cathie Wood's ARK Invest is also making strategic investments in the AI sector, including Pony AI, while also investing in Archer Aviation. The AI infrastructure market is expected to surpass $200 billion by 2028. Foxconn's net profit for April to June was T$44.4 billion ($1.48 billion).

Key Takeaways

• Foxconn's Q2 profit rose 27% due to high demand for AI servers, with expectations of a 170% revenue increase from AI servers in Q3.
• Foxconn is expanding AI server production in Mexico, Texas, and Wisconsin and collaborating with Nvidia on humanoid robots.
• AMD is positioned to capture a significant portion of the AI chip market, potentially becoming a trillion-dollar company.
• New Era Energy & Digital is entering the AI infrastructure market with the Texas Critical Data Centers (TCDC) project.
• Vocodia AI's voice agents are generating higher revenue per call than human sales teams for Maxoderm.
• C3.ai launched Agentic AI Websites, boosting its position in the AI technology space.
• ServiceNow aims for $1 billion in AI revenue by 2026, driven by its Now Assist AI platform.
• Applied Materials' earnings will reflect the ongoing demand for AI-related chips.
• Cathie Wood's ARK Invest is investing in AI companies like Pony AI and Archer Aviation.
• Foxconn's net profit for April to June was $44.4 billion TWD ($1.48 billion USD).

Foxconn's profit jumps thanks to AI server demand

Foxconn announced that its third-quarter revenue should increase because of high demand for AI servers. The company's second-quarter profit rose 27% due to this demand. Revenue from AI servers is expected to jump over 170% compared to last year. Foxconn is expanding its factories in Mexico and Texas to make more AI servers for Nvidia. The company's net profit for April to June was T$44.4 billion ($1.48 billion).

Foxconn's profit soars as AI server demand surges

Foxconn expects its third-quarter revenue to increase due to strong demand for AI servers. The company reported a 27% increase in second-quarter profit, beating expectations. AI server revenue is predicted to jump more than 170% year-over-year. Foxconn is a major server maker for Nvidia and assembles iPhones for Apple. The company is also building factories in Mexico and Texas to produce AI servers for Nvidia.

Hon Hai expects AI server sales to surge 170% in Q3

Hon Hai Precision Industry Co., also known as Foxconn, predicts that sales from AI servers will increase by over 170% in the third quarter of this year. The company expects AI server revenue to exceed NT$1 trillion (US$33.35 billion) in 2025. Kathy Yang, Hon Hai's CEO, mentioned that server rack sales are expected to jump 300% from last year in the third quarter. Hon Hai is also working with Nvidia on humanoid robot development, with a debut planned for their Tech Day event on Nov. 21-22.

Hon Hai sees AI server sales doubling amid iPhone sales uncertainty

Hon Hai Precision Industry Co., which assembles Nvidia servers and Apple gadgets, anticipates its server sales to more than double this quarter. This growth is driven by the AI boom, helping to offset potential drops in iPhone sales. The company posted a 27% rise in net income for the June quarter. Hon Hai expects a 170% increase in revenue from AI servers during the current three-month period and is expanding its AI server production in Wisconsin and Texas.

Foxconn's profit beats forecast due to strong AI demand

Foxconn anticipates higher revenue in the third quarter, driven by strong demand for AI servers. The company's second-quarter profit increased by 27%, exceeding expectations. AI server revenue is projected to jump more than 170% year-on-year. Kathy Yang, Foxconn's CEO, noted that AI is the primary growth driver this year. The company plans to increase server production capacity at its manufacturing sites in Texas and Wisconsin.

Hon Hai expects AI server sales to more than double

Hon Hai Precision Industry Co. reported a 27% rise in profit for the June quarter, driven by strong AI server sales. The company projects a 170% increase in revenue from AI servers in the current quarter. Hon Hai now expects its smart consumer electronics business, including iPhone assembly, to decline this year. The company is navigating geopolitical shifts and is trying to diversify its manufacturing locations.

Hon Hai's profit climbs as AI spending increases

Hon Hai Precision Industry Co. reported a 27% increase in quarterly earnings, thanks to strong AI demand. The company expects a 170% rise in revenue from AI servers during the current three-month period. Executives warned that the smart consumer electronics business might shrink this year due to potential US tariffs. Hon Hai is expanding its AI server production in Wisconsin and Texas.

Foxconn's profit boosted by AI server demand

Foxconn anticipates higher revenue in the third quarter, driven by strong demand for AI servers. The company reported a 27% increase in second-quarter profit, exceeding expectations. AI server revenue is projected to jump more than 170% year-on-year. Foxconn is also expanding its factories in Mexico and Texas to make AI servers for Nvidia and sold its Ohio car factory to SoftBank to manufacture cloud-related products.

Foxconn's AI server business drives profit growth

Foxconn forecasts a significant rise in third-quarter revenue, with its AI server business now generating more money than smart electronics. The company expects AI server revenue to jump over 170% year-on-year in the coming quarter. Cloud and networking products accounted for 41% of its revenue in the second quarter. Foxconn is increasing server production capacity in Texas and Wisconsin.

Foxconn's profit exceeds expectations due to AI demand

Foxconn forecasts a significant rise in third-quarter revenue, as its AI server business now makes more money than smart electronics. The company expects AI server revenue to jump over 170% year-on-year in the coming quarter. Cloud and networking products accounted for 41% of its revenue in the second quarter. Foxconn is increasing server production capacity in Texas and Wisconsin.

Foxconn's profit soars on strong AI hardware sales

Foxconn Technology Group reported better-than-expected quarterly results, driven by strong demand for AI-related hardware. The company's second-quarter net profit rose 27% to US$1.48 billion. Cloud and networking products, including AI servers, accounted for 41% of second-quarter revenue. Foxconn expects revenue from AI servers to continue driving growth in the current quarter, projecting a more than 170% revenue gain from these products.

AMD could soar as AI infrastructure spending increases

Tech companies are spending a lot on AI infrastructure, benefiting semiconductor companies. While Nvidia leads the AI chip market, Advanced Micro Devices (AMD) is emerging as a strong competitor. AMD has been developing its own AI chips, and analysts predict substantial growth in its AI segment. Other companies to watch include Broadcom and Marvell Technology, but AMD is particularly well-positioned to capitalize on the AI boom.

AMD could join trillion-dollar club amid AI boom

Advanced Micro Devices Inc. (AMD) is predicted to become a trillion-dollar company due to the rising demand for AI chips. CEO Lisa Su has led AMD to release successful products like Ryzen processors and EPYC server chips. AMD's latest AI accelerator, the Instinct MI300, is expected to drive major growth. Analysts believe AMD could capture a significant portion of the AI chip market, which is projected to reach hundreds of billions of dollars.

AMD stock may surge amid AI infrastructure demand

Tech companies are investing heavily in AI infrastructure, creating opportunities for semiconductor companies. While Nvidia dominates the AI semiconductor market, Advanced Micro Devices (AMD) is becoming a strong contender. AMD has been developing its own AI-focused chips, and analysts predict its stock could see substantial growth in September. The increasing demand for AI infrastructure and AMD's strong product portfolio position the company for significant potential.

New Era Energy & Digital enters booming AI infrastructure market

New Era Energy & Digital, Inc. (NASDAQ: NUAI) is entering the growing AI infrastructure market, which is expected to surpass $200 billion USD in spending by 2028. The company, formerly New Era Helium, Inc., is rebranding to reflect its focus on energy, power, and digital infrastructure solutions. New Era Energy & Digital is developing the Texas Critical Data Centers (TCDC) project in Ector County, Texas, a 1 gigawatt AI and high-performance computing campus. The company aims to provide turnkey solutions for data center deployment and optimize costs for operators.

New Era Energy & Digital joins booming AI infrastructure race

New Era Energy & Digital, Inc. (NASDAQ: NUAI), formerly New Era Helium, Inc., is joining the booming AI infrastructure market. The global AI infrastructure market is expected to exceed $200 billion USD in spending by 2028. The company is rebranding to focus on energy, power, and digital infrastructure solutions. New Era Energy & Digital is developing the Texas Critical Data Centers (TCDC) project in Ector County, Texas, designed for AI and high-performance computing.

AI start-up Cohere raises $500 million

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Vocodia's AI agents outperform human sales teams for Maxoderm

Vocodia AI's digital voice agents are generating higher revenue per call than human call centers for Maxoderm, a men's wellness brand. Maxoderm chose Vocodia after testing several AI platforms and seeing its strong performance. Vocodia's AI agents have a slightly higher revenue-per-call (RPC) than Maxoderm's American-based human call center. Vocodia's platform supports over 55 languages and integrates with most CRM and order systems.

C3.ai stock jumps after launching Agentic AI Websites

C3.ai's stock rose after announcing its new Agentic AI Websites service. The service turns any website into an interactive, conversational platform. Agentic AI uses more sophisticated capabilities to solve complex problems. C3.ai's new service bolsters its position in the AI technology space.

Foxconn expects AI server revenue to surge in Q3

Foxconn anticipates AI server revenue in Q3 to grow more than 170% year-over-year.

ServiceNow targets $1 billion in AI revenue by 2026

ServiceNow is aiming to reach $1 billion in annual contract value (ACV) from its Now Assist AI platform by 2026. The company's Q2 2025 revenue grew 21.5% year-over-year, driven by increased customer demand for AI transformation solutions. AI deals were up 50% quarter-over-quarter, including 89 deals with $1 million in net new ACV. ServiceNow is positioning itself as the AI-powered operating system for enterprise transformation.

Applied Materials earnings preview: AI spending in focus

Applied Materials (AMAT) will release its fiscal Q3 2025 results, with expectations of $2.34 earnings per share on $7.21 billion in revenue. The company's earnings will show if demand for AI-related chips is still growing. Applied Materials is a key supplier of wafer fabrication equipment used in advanced chipmaking. The company's performance is seen as a sign of the strength of the AI boom and semiconductor capital spending.

Cathie Wood invests in Archer Aviation and Pony AI

Cathie Wood's ARK Invest made multi-million-dollar trades in the eVTOL and autonomous vehicle sectors. Wood purchased $3.15 million worth of stock in Archer Aviation (ACHR) and $13.37 million in Pony AI. The largest trade was the sale of 282,737 shares of Kratos Defense, totaling $18.49 million. Wood has been consistently buying shares of Archer Aviation, making it a significant part of ARK's portfolio.

Sources

• AI demand propels electronics giant Foxconn's second-quarter profit
• AI demand expected to boost electronics giant Foxconn's second-quarter profit
• Hon Hai forecasts AI server sales growth to top 170% in Q3
• Nvidia Partner Hon Hai Sees AI Server Sales More Than Doubling
• Foxconn sees robust AI demand continuing after Q2 profit tops forecast
• Nvidia Partner Hon Hai Sees AI Server Sales More Than Doubling
• Nvidia Partner Hon Hai’s Profit Climbs After AI Spending Rises
• AI demand expected to boost electronics giant Foxconn's second-quarter profit
• Foxconn sees robust AI demand continuing after Q2 profit tops forecast
• Foxconn sees robust AI demand as second-quarter profit tops forecast
• Foxconn Profit Beats on Solid AI Hardware Sales
• Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Soar in September (Hint: It's Not Nvidia)
• Prediction: 1 Artificial Intelligence (AI) Stock That Could Join the Trillion-Dollar Club
• Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Soar in September (Hint: It's Not Nvidia)
• AI Infrastructure Spending Soars - New Era Energy & Digital Joins the Race
• AI Infrastructure Spending Soars - New Era Energy & Digital Joins the Race
• AI start-up Cohere raises $500mn as it challenges OpenAI for business clients
• AI Beats Human Sales Teams: Vocodia's Digital Agents Drive Higher Revenue in Wellness Industry
• Why AI Stock C3.ai Crushed It on Wednesday @themotleyfool #stocks $AI
• Foxconn: AI server revenue in Q3 expected to grow more than 170% Y/Y
• ServiceNow Q2 Earnings: Inside the AI Push Toward $1 Billion ACV by 2026
• Applied Materials (AMAT) Earnings Preview: A Barometer on AI Spending
• Cathie Wood Buys Archer Aviation (ACHR) and Pony AI Stocks, Sells Kratos Defense