OpenAI’s planned 1-gigawatt data center in India represents a potential goldmine for Taiwanese server manufacturers already riding the artificial intelligence boom to record revenues.
Foxconn, the world’s largest electronics contract manufacturer, generated more revenue from AI servers than iPhones in the second quarter of 2025 for the first time in company history. Chairman Young Liu expects AI server revenue to reach NT$1 trillion ($31 billion) scale this year, accounting for over 50% of total server business.
Quanta Computer, holding 17% of the global server market, expects triple-digit AI server growth in 2025 with US factories fully booked through year-end. Inventec projects 60% AI server growth next year, with the segment expanding from 5% to 30-40% of total revenue.
The three companies collectively control 60% of worldwide server manufacturing, positioning them as natural beneficiaries of OpenAI’s Stargate expansion into Asia’s largest economy. Bloomberg reported the ChatGPT maker is scouting local partners for the facility, which could rank among India’s largest data centers.
Foxconn’s dominance extends to exclusive production of Nvidia’s premium GB200 servers, which command 40% price premiums over conventional models. The company’s AI server business has grown over 200% in the first three quarters of 2025, with margins 10-15% higher than traditional consumer electronics.
The global AI server market is projected to reach $837.83 billion by 2030, expanding at 34.3% annually, driven by hyperscaler spending from Microsoft, Google and Amazon – all existing customers of the Taiwanese trio.
The India project’s 1-gigawatt scale dwarfs typical data centers, suggesting server demand worth billions of dollars for manufacturers already struggling with supply constraints and component shortages.
