TAIPEI (Taiwan News) — Foxconn expects higher earnings from servers than iPhones within two years or less, the company’s chair said on Tuesday.
Speaking at Nvidia's GTC 2025 expo in California, Foxconn Chair Young Liu (劉揚偉) told CNA the company’s server revenue may surpass iPhone revenue. “It will definitely happen within two years,” Liu added.
Foxconn debuted the GB300 NVL72 at the expo, a server co-designed with Nvidia to be the “computational engine of the AI factory,” the company said in a release. Foxconn also manufactures Nvidia’s GB200 servers for advanced AI applications.
Foxconn said the two servers show its commitment to manufacturing emerging technologies for Nvidia. It said the two servers are an “advanced super chip ecosystem” utilizing Nvidia’s Blackwell architecture, and cooling systems from Nvidia subsidiaries.
Liu described 2025 as the beginning of Foxconn’s AI era. He said the company expects strong revenue growth due to the GB200 server’s mass production and the GB300’s planned launch for the second half of this year.
Liu said the biggest variable for Foxconn’s AI-driven growth will be US President Donald Trump’s policies. “The issue of tariffs is something that is giving the CEOs of our customers a big headache," Liu said at an earnings call meeting on Friday, the Financial Times reported.
According to the Foxconn release, the company also debuted a traditional Chinese Large Language Model at the expo. It said this is designed to help Foxconn'a manufacturing, EV, and “smart city” efforts.
In addition, Foxconn debuted robots designed to perform nursing and manufacturing roles. Nurabot “is a nursing collaborative robot that optimizes medical workflows and enhances patient care” scheduled to be deployed in select Taiwan hospitals later this year, the company said.
Foxconn is joined at the expo by Taiwan companies including Asus, TSMC, Quanta, Pegatron, MediaTek, and Wistron. The AI-focused expo invites developers and business leaders and featured a keynote speech by CEO Jensen Huang (黃仁勳) on Tuesday.
In the speech, Huang said AI is going through an “inflection point.” He announced an Nvidia collaboration with General Motors and spoke about data center plans, the robotics industry, and the speed at which AI is developing.
