Quanta’s order visibility extends into next year on the back of strong AI demand, said Yang, who is also the president of the firm’s server manufacturing arm Quanta Cloud Technology Inc (雲達). Photo: Fang Wei-chieh, Taipei Times“It is clear that there is no such thing as an AI bubble,” Yang said. Over the next one to three years, AI would not only continue to grow rapidly, but enter a “blooming era,” Quanta chairman Barry Lam (林百里) said, adding that Quanta has secured a competitive edge by successfully transitioning from air-cooled AI servers to liquid-cooled supercomputers. AI server revenue is on track to post triple-digit growth this year, while general-purpose servers should post a solid performance, he said. Overall this year, AI servers are expected to account for about 80 percent of the company’s total server revenue, Yang said.

Source: Taipei Times January 16, 2026 16:14 UTC