Foxconn forecasts doubling of AI server shipments in 2026

Foxconn forecasts doubling of AI server shipments in 2026

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Taiwan’s Foxconn, the world’s largest contract electronics maker, has said that its AI server rack shipments are expected to grow at a “high double-digit” pace sequentially in the first quarter of this year, according to a report by Focus Taiwan. Foxconn Chairman Young Liu said that for 2026 as a whole, AI server rack shipments…

One of Stanford’s original AI gurus says productivity liftoff has begun after doubling in 2025 amid transition to ‘harvest phase’ along J-curve

One of Stanford’s original AI gurus says productivity liftoff has begun after doubling in 2025 amid transition to ‘harvest phase’ along J-curve

Byadmin

The K-shaped economy has dominated discourse lately, but the J-curve is entering the chat too amid debate over AI’s impact on productivity. The curve refers to the idea that general-purpose technologies like AI don’t produce immediate benefits. Instead, massive investment comes first, obscuring early gains. It’s only after this initial dip that productivity really takes…