Aug 12 2026

AI servers pass half of Foxconn's revenue for the first time, at 51% of a record quarter, with CoWoS packaging named the 2027 ceiling.

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FoxconnNvidia

Open calls that touch this

Nvidia beats the $91B consensus on August 26th · 75%, resolves August 31st 2026
Nvidia's compute-financing MOUs produce $100B of closed vehicles in a year · 65%, resolves August 11th 2027

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