ai-server

2 articles tagged with this topic

Lenovo ISG Doubles: The Real Signal Behind Enterprise AI Deployment

Lenovo's Q1 FY2026/27 revenue hit $26.94B with AI at 35% of mix. ISG +98% YoY signals enterprise AI server demand beyond the hyperscaler capex story.

Aug 132 min read

hon-hainvidia

Hon Hai's 30% Growth Is Not Just a Contract Manufacturing Story

Hon Hai's April 2026 revenue rose 29.7% Y oY. Surface narrative : AI server demand. Real signal : Nvidia's supply chain hasn 't entered dest ocking. W

May 52 min read