Foxconn will begin adopting NVIDIA's next-gen Vera Rubin AI servers, expected in 2H 2026

Foxconn is pushing hard into its AI server business, after pumping out NVIDIA GB200 AI servers in Q2 2024, and beginning production of NVIDIA's new GB300 AI servers, it's also preparing for NVIDIA's next-gen Vera Rubin AI servers starting this month.

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In a new report from UDN picked up by insider @Jukanrosleve, the Chinese manufacturer expects NVIDIA's next-gen Vera Rubin AI servers to be the main product to drive performance growth in 2026 to 2027. Foxconn boss Liu Yangwei has previously said that the company has always been a major customer's co-development partner when it comes to AI servers, and that "major customer" is NVIDIA.

Foxconn participates in the development of next-gen products with NVIDIA, with supply chain sources saying that according to Foxconn's shipping schedule, GB200 AI servers are being shipped this year, next-gen GB300 AI servers have already started small-scale production, and will become its main product for AI server shipments in the first half of 2026.

As for the next-gen Vera Rubin AI servers, Foxconn is expected to take over production in the second half of 2026, and will be the "main product" from the second half of 2026 to 2027.

Foxconn and NVIDIA aren't just in the AI server business together, but also collaborate on GPU modules, GPU computing boards, and many other components that are required inside of bleeding-edge AI servers. Ctee reports that the industry is optimistic with the increase in proportions of components shipped, with Foxconn rapidly increasing its AI server market share, and will benefit financially from it.