Quanta to boost production of AI servers in the US, booked to 2025 because of 'insane demand'

Quanta Computer is reportedly gearing up to boost production of its AI servers in the US, as the Taiwan AI server giant has its US factories "fully loaded" until the end of 2025.

NVIDIA's new entry with GB200 has been trial-produced in factories in both Taiwan and the United States, with volume of GB200 slowly increasing in Q1 2025 for Quanta Computer, noting that "the situation is very good". Yang Qiling, executive deputy general manager of Quanta attended the recent Taiwan Semiconductor Industry Association (TSIA) annual meeting and was interviewed, which is where the new information is coming from.

Qiling noted that Quanta has production capacity on both the east and west coasts othe United States, but will continue to expand its two factories in the US "in response to demand in the future". There was concern about US manufacturing issues that might arise in the new Trump administration, but "Quanta is more comfortable with it".

• NVIDIA GB200 AI servers led by Foxconn with 40% + Quanta with 30%: ships in Q3 2024

Qiling also pointed out that Quanta International's layout is quite complete, and that it is continuing to expand factories in the United States over the last two years, and that factory design plans are affected by tariff issues, the investments themselves are still based on Quanta's needs... and those needs are in "insane demand".

The Quanta boss also talked about the US-China trade war during 2018, pointing out that Quanta is the fastest manufacturer to respond to changes internationally, with factories in Taiwan, mainland China, Thailand, Europe, the United States, and more with a complete supply chain layout at the ready, always.

• Quanta Computer to make NVIDIA GB200 AI servers for Google, Amazon, Meta

Qiling said that the boosted production expansion locations is mostly to serve customers locally, with more factories in the United States, US tech companies can get quicker access to chips, that are also made on US soil.