Hon Hai just dropped their November numbers—revenue spiked 26% year-over-year. That's not just a random bump. It's another signal that Nvidia's server game is still on fire. We're talking about the backbone of AI compute and mining infrastructure here. When a major manufacturer like Hon Hai sees this kind of growth, it tracks back to one thing: data centers are still hungry for those GPUs. Whether it's training models or powering validation nodes, the appetite hasn't cooled off. Supply chains don't lie—demand for high-performance hardware is holding steady, and that's a decent indicator for where the tech infrastructure supporting Web3 and AI is heading.
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PrivateKeyParanoia
· 12-05 08:18
Hon Hai sees 26% growth? The GPU demand is really no joke now.
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GateUser-e51e87c7
· 12-05 08:15
Let the supply chain data speak—behind the 26% growth is the insane demand for GPUs.
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SandwichVictim
· 12-05 08:11
Supply chain data never lies. This time, Foxconn’s 26% growth really does tell the story... GPU demand is still surging.
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OPsychology
· 12-05 08:10
Hon Hai's 26% growth directly reflects that GPU demand has not cooled down; this signal is very clear.
Hon Hai just dropped their November numbers—revenue spiked 26% year-over-year. That's not just a random bump. It's another signal that Nvidia's server game is still on fire. We're talking about the backbone of AI compute and mining infrastructure here. When a major manufacturer like Hon Hai sees this kind of growth, it tracks back to one thing: data centers are still hungry for those GPUs. Whether it's training models or powering validation nodes, the appetite hasn't cooled off. Supply chains don't lie—demand for high-performance hardware is holding steady, and that's a decent indicator for where the tech infrastructure supporting Web3 and AI is heading.