Dj Nvidia Stock Rises. What Foxconn, Hpe Sales Say About Ai Chip Demand. - Barrons.Com

By Adam Clark

Nvidia was gaining early on Friday amid mixed signals over sales of artificial-intelligence hardware from AI server companies Foxconn and Hewlett Packard Enterprise.

Nvidia shares were up 0.5% at $184.23 in premarket trading. The stock rose 2.1% on Thursday.

Good news for Nvidia came from its Taiwanese partner Foxconn — formally known as Hon Hai Precision Industry — which reported a 26% rise in its November revenue from the same period a year earlier. Foxconn is primarily known as the main contract manufacturer for Apple but its largest business is now cloud and networking products, including AI servers.

Foxconn's figures might have helped soothe any concerns resulting from HPE, which reported lower-than-expected revenue in its fiscal fourth quarter as customers hit delays in development of their AI products. HPE's server revenue fell 5% to $4.46 billion in the fourth quarter.

Among other chip makers, Advanced Micro Devices was rising 0.7% and Broadcom was gaining 0.9% in premarket trading.

Write to Adam Clark at adam.clark@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

Hon Hai Precision Industry Co.’s revenue rose 26% in November, suggesting demand for Nvidia Corp. servers remains strong during an AI development boom.

The company, also known as Foxconn, reported revenue of NT$844.3 billion ($27 billion), accelerating from the previous month as well as the September quarter. It’s projected to report a 14% rise in sales for the three months ending in December.

Hon Hai, which makes the servers that house chips in data centres, is one of the key players of an AI hardware industry centred on Nvidia. It’s benefited as US firms from Meta Platforms Inc. to Amazon.com Inc. deploy billions of dollars on the gear needed to train and operate AI, despite warnings of overcapacity given lingering uncertainty over how to monetize the technology.

The Taiwanese electronics producer still depends on Apple Inc. for a sizable portion of its revenue, assembling the iPhone and other marquee products for the US company. Hon Hai is now expanding capacity in the US, adding AI server production in Wisconsin and Texas, where the company operates established campuses.

Hon Hai Precision Industry Co., Ltd. Announces Un-Audited Monthly Sales

Ended November 30, 2025

RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy.  END  UPDGZMGZRKVGKZG