Nvidia's AI boom fuels component surge and new financing deals

Hon Hai Precision Industry (Foxconn) reported a 52 % jump in Q2 revenue to NT$2.51 trillion (US$79 billion), driven by strong demand for AI servers that house Nvidia accelerators. The Taiwanese assembler also noted a memory‑chip shortage but expects its Apple handset and computer production to stay robust.

Japanese precision‑components maker MinebeaMitsumi announced a US$360 million investment to build a new bearing plant in Southeast Asia, aiming to raise monthly output by about 30 % to meet the cooling needs of AI data‑center equipment.

Nvidia introduced a revenue‑sharing and credit‑support financing model for AI cloud operators. Partners Sharon AI of Australia and Firmus Technologies of Indonesia have committed up to 210 000 of Nvidia’s Grace Blackwell GB300 GPUs, allowing Nvidia to earn a recurring cut of cloud usage revenue.

A market report warned that exploding AI memory demand has lifted DRAM prices by roughly 700 % since 2022, threatening the supply of lower‑priced smartphones as major DRAM producers prioritize AI server customers.

Ventiva, a California‑based startup, is scaling solid‑state ionic cooling modules that eliminate laptop fans, freeing up 40‑45 % of motherboard space. The company plans to produce millions of units from its automated factory in Malaysia.