Taiwan AI server maker Compal plans to spend NT$18 billion (US$570 million) on new plants and equipment (capex) this year, from NT$8.2 billion last year, to boost server manufacturing capacity, media report. The electronics assembly giant has finally boarded the AI train after lagging the past few years, with servers expected to account for 10% of revenue this year, and 20% next year. $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) #AIservers
Source: Dan Nystedt
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