Foxconn wins estimated $52 billion SpaceX AI server order - Economic Daily

The article reports that Foxconn (Hon Hai) has won its first contract to build AI servers for SpaceX, in what Economic Daily estimates could be a $52 billion deal. The order reportedly covers more than 13,000 AI server racks powered by Nvidia’s GB300 chips, with deliveries expected from late 2026 into the first quarter of next year. The news is significant for Foxconn because it expands the company’s AI server customer base and reinforces its position in a fast-growing segment that management says could exceed 40% of the global AI server market this year. For SpaceX, the deal underscores its accelerating push into AI infrastructure and cloud computing services, including work tied to Anthropic, Google, and the U.S. Department of Defense. Market impact is potentially positive for Foxconn and broader AI infrastructure suppliers, while highlighting continued demand for Nvidia’s AI hardware ecosystem.