Being the world's largest supplier of processors for AI applications requires Nvidia to stay ahead of rivals in terms of technology and supply. To that end, Nvidia books the vast majority of TSMC's CoWoS capacity and is becoming actively engaged in the broader AI supply chain. To ensure that its clients get the Blackwell and Rubin-based machines they need, Nvidia this week booked an entire Wistron server plant in Taiwan to build AI servers, according to Economic Daily.
Wistron's facility near Zhubei in the Southern Taiwan Science Park began production this quarter and was officially inaugurated on June 19. Economic Daily claims Nvidia has secured all available capacity at the plant, with confirmed orders extending through 2026. While this information has not been formally confirmed, the chief executive of Wistron said at the inauguration event that current contracts for AI servers extend at least a year into the future, according to Commercial Times.
