Meta doubled down on AI infrastructure, Foxconn, Taiwan supply chain ride the cocktail
· Source: digitimes.com
In short
Meta is heavily investing in AI infrastructure, with plans to launch its flagship AI data center Prometheus in 2026 and additional large-scale AI computing hubs. This surge in AI demand is boosting the Taiwanese supply chain, particularly benefiting Foxconn, which expects AI server revenue to surpass US$30 billion in 2025. Despite concerns of overheating in the AI sector, major cloud providers continue to expand AI infrastructure investments, supporting stable growth amid global supply chain uncertainties.
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In the issue of week 29, 2025: Agentic AI and Digital Twins Forge Resilient, Profitable Supply Chains of 2025
Tags: infrastructure, supply chain, AI servers, Foxconn, investment