Quanta predicts growing AI server quarterly revenue
taipeitimes.com May 15, 2026

Quanta predicts growing AI server quarterly revenue

AI-summarised brief · reviewed before publication

Quanta Computer Inc predicts double-digit percentage growth in AI server revenue this quarter, following a 30 percent increase last quarter. Servers accounted for 80 percent of Quanta's first-quarter revenue, which rose 66.6 percent year-on-year to a record NT$809.22 billion. The company has become more optimistic about the AI server market, with major cloud service providers having clear order visibility through 2028, and maintains a triple-digit growth forecast for AI server revenue this year with a shift to consignment transactions.

💡 Why It Matters

  • · Clear order visibility through 2028 for major cloud service providers boosts Quanta's growth prospects.
  • · Shifting to consignment transactions is expected to lift margins, driving the company's optimism about the AI server market.