Finance
AI is not a bubble, senior executive at Nvidia supplier Wistron says
Published by Global Banking & Finance Review®
Posted on February 6, 2026
2 min readLast updated: February 6, 2026
Quick Summary
Wistron executive Simon Lin claims AI growth is sustainable, with significant order increases expected. New U.S. facilities for Nvidia are planned by 2026.
Wistron Executive Declares AI Growth is Here to Stay, Not a Bubble
AI Growth and Manufacturing Insights
TAIPEI, Feb 6 (Reuters) - Artificial intelligence is not a bubble, and 2026 AI-related order growth will be more than last year, Simon Lin, the chairman of Taiwanese electronics manufacturer Wistron, said on Friday.
Wistron's Positive Order Outlook
"We believe AI really does help all industries, so I don't think it's a bubble; I think it will mark a new era. A new AI era is arriving," Lin, whose company is an Nvidia supplier, told reporters in Taipei.
U.S. Manufacturing Facilities for AI
Wistron's order situation is good up into 2027, and for this year growth will be "significant" compared with the prior year, he added.
Nvidia's Supercomputer Plans
The company said last year that its new U.S. manufacturing facilities for Nvidia would be ready in 2026 and the firm was in talks with other potential customers.
Volume production there will start in the first half of this year, Lin said.
Part of the facilities will be used by Nvidia to support its plan to build AI servers worth up to $500 billion in the U.S. over the next four years.
The U.S. firm said last April it planned to build supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas.
(Reporting by Wen-Yee Lee. Writing by Ben Blanchard. Editing by Christian Schmollinger and Mark Potter)
Key Takeaways
- •Wistron predicts AI growth will surpass previous years.
- •AI is seen as a transformative force across industries.
- •Wistron plans new U.S. facilities for Nvidia by 2026.
- •Nvidia to build AI servers worth $500 billion in the U.S.
- •Partnerships with Foxconn and Wistron for supercomputers.
Frequently Asked Questions about AI is not a bubble, senior executive at Nvidia supplier Wistron says
1What is Artificial Intelligence?
Artificial Intelligence (AI) refers to the simulation of human intelligence in machines that are programmed to think and learn like humans.
2What is a supercomputer?
A supercomputer is a high-performance computing machine designed to perform complex calculations at extremely high speeds, often used for scientific simulations and data analysis.
3What is manufacturing?
Manufacturing is the process of converting raw materials into finished goods through the use of labor, machinery, tools, and chemical or biological processing.
