OpenAI, Orcale's Data Center Expansion Bodes Well For Foxconn -- Market Talk

Dow Jones

2025/07/23

0328 GMT - OpenAI and Oracle's data center expansion could bode well for Foxconn Technology Group, Daiwa analysts say in a research note. Orcale and OpenAI will develop 4.5 gigawatts of additional Stargate data center capacity in the U.S. The project will run on over 2 million chips, which could translate into 28,000 of Nvidia's NVL72 systems, they say. "We believe it would be a short-term positive catalyst for vendors within Nvidia's supply chain," including Foxconn, they add. Daiwa expects NVL72 shipment to exceed 50,000 units in 2026, compared to its estimate of 21,000 units in 2025. Shares are last at NT$1,135.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

July 22, 2025 23:28 ET (03:28 GMT)

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Orcale and OpenAI will develop 4.5 gigawatts of additional Stargate data center capacity in the U.S. The project will run on over 2 million chips, which could translate into 28,000 of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s NVL72 systems, they say. \"We believe it would be a short-term positive catalyst for vendors within Nvidia's supply chain,\" including Foxconn, they add. Daiwa expects NVL72 shipment to exceed 50,000 units in 2026, compared to its estimate of 21,000 units in 2025. Shares are last at NT$1,135.00. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 22, 2025 23:28 ET (03:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI, Orcale's Data Center Expansion Bodes Well For Foxconn -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI, Orcale's Data Center Expansion Bodes Well For Foxconn -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-07-23 11:28</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0328 GMT - OpenAI and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>'s data center expansion could bode well for Foxconn Technology Group, Daiwa analysts say in a research note. Orcale and OpenAI will develop 4.5 gigawatts of additional Stargate data center capacity in the U.S. The project will run on over 2 million chips, which could translate into 28,000 of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s NVL72 systems, they say. \"We believe it would be a short-term positive catalyst for vendors within Nvidia's supply chain,\" including Foxconn, they add. Daiwa expects NVL72 shipment to exceed 50,000 units in 2026, compared to its estimate of 21,000 units in 2025. Shares are last at NT$1,135.00. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 22, 2025 23:28 ET (03:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2097344431.USD","symbol_name":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2553295850","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553295850","pubTimestamp":1753241280,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0328 GMT - OpenAI and Oracle's data center expansion could bode well for Foxconn Technology Group, Daiwa analysts say in a research note. Orcale and OpenAI will develop 4.5 gigawatts of additional Stargate data center capacity in the U.S. The project will run on over 2 million chips, which could translate into 28,000 of Nvidia's NVL72 systems, they say. \"We believe it would be a short-term positive catalyst for vendors within Nvidia's supply chain,\" including Foxconn, they add. Daiwa expects NVL72 shipment to exceed 50,000 units in 2026, compared to its estimate of 21,000 units in 2025. Shares are last at NT$1,135.00. 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Orcale and OpenAI will develop 4.5 gigawatts of additional Stargate data center capacity in the U.S. The project will run on over 2 million chips, which could translate into 28,000 of Nvidia's NVL72 systems, they say. \"We believe it would be a short-term positive catalyst for vendors within Nvidia's supply chain,\" including Foxconn, they add. Daiwa expects NVL72 shipment to exceed 50,000 units in 2026, compared to its estimate of 21,000 units in 2025. Shares are last at NT$1,135.00. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 22, 2025 23:28 ET (03:28 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}