AI is not a bubble, senior executive at Nvidia supplier Wistron says
TAIPEI, Feb 6 (Reuters) – Artificial intelligence is not a bubble, and 2026 AI-related order growth will be more than last year, Simon Lin, the chairman of Taiwanese electronics manufacturer Wistron (3231.TW), said on Friday.
Lin, whose company is an Nvidia (NVDA.O), supplier, told reporters in Taipei, said:
We believe AI really does help all industries, so I don’t think it’s a bubble; I think it will mark a new era. A new AI era is arriving,
Wistron’s order situation is good up into 2027, and for this year growth will be “significant” compared with the prior year, he added.
The company said last year that its new U.S. manufacturing facilities for Nvidia would be ready in 2026 and the firm was in talks with other potential customers.
Volume production there will start in the first half of this year, the company’s CEO Jeff Lin said.
Part of the facilities will be used by Nvidia to supportits plan to build AI servers worth up to $500 billion in the U.S. over the next four years.
The U.S. firm said last April it planned to build supercomputer manufacturing plants in Texas, partnering with Foxconn (2317.TW), in Houston and Wistron in Dallas.
(This story has been refiled to clarify that the company’s CEO, Jeff Lin, is speaking in paragraph 5)
Reporting by Wen-Yee Lee. Writing by Ben Blanchard. Editing by Christian Schmollinger and Mark Potter
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AI is not a bubble, senior executive at Nvidia supplier Wistron says, source
