Foxconn Gears Up for NVIDIA's Next-Gen Vera Rubin AI Servers, Eyeing 2026 Launch

Foxconn developing NVIDIA's 'cutting-edge' next-gen Vera Rubin AI servers, ready for 2026

TL;DR: Foxconn is preparing for NVIDIA's next-gen Vera Rubin AI servers, targeting mass production in late 2026. Building on NVIDIA's Blackwell Ultra GB300 and GB200 AI platforms, Foxconn aims to expand its AI server market share, potentially capturing 60% with shipments projected to reach 40,000 cabinets by 2028. Foxconn has already started preparing for NVIDIA's next-gen Vera Rubin AI platform, just as NVIDIA is pumping out its new Blackwell Ultra GB300 AI servers. NVIDIA's next-gen Vera Rubin AI family of chips will be a huge release, as the entire tech stack is being upgraded, including next-gen HBM4 memory. NVIDIA will continue using the same rack configuration, but there will be huge increases in power, performance, and everything in between. In a new report from Taiwan Economic Daily, we're hearing that one of NVIDIA's largest partners -- Foxconn -- has already started development on the next-generation Vera Rubin NVL144 MGX servers, with mass production aiming for the second half of 2026. NVIDIA's new Blackwell Ultra GB300 AI server cabinets are starting to ship, with industry insiders saying that Foxconn's primary shipments in 2025 are for NVIDIA GB200 AI servers, with deliveries scheduled to be completed this year. GB300 AI server cabinet shipments started in September 2025, with the flow of GB300 AI server shipments continuing into 2026. In order to prepare for the massive wave of growth, Foxconn has already started developing NVIDIA's next-gen Vera Rubin NVL144 MGX platform, as the company is the primary development partner for NVIDIA's latest generation of AI servers. Foxconn should see its AI server market share grow in 2026, as it continues to expand its production and shipment of GB200, GB300, and Vera Rubin AI servers. US-based companies estimate that Foxconn could secure around 60% market share of AI server shipments, with Foxconn's shipment of AI server cabinets projected to hit around 11,000 cabinets, 29,000 cabinets, and 40,000 cabinets in 2025, 2027, and 2028, respectively.

NVIDIA's 'Cutting-Edge' Vera Rubin AI Servers Are Already in Development by Foxconn; Mass Production to Begin in H2 2026

NVIDIA and its partners are already preparing for the next-gen Vera Rubin lineup, at the same time when Blackwell Ultra GB300 AI servers have seen prodution ramp up. The Vera Rubin AI server lineup by Team Green is expected to be a monumental release, mainly driven by the massive upgrades in the entire tech stack. NVIDIA won't only be making changes in the rack configuration, but the Rubin AI chips onboard will bring tremendous AI computing capabilites onboard, which is why Vera Rubin is one of the most anticipated releases. Now, according to Taiwan Economic Daily, one of NVIDIA's biggest partners Foxconn has initiated development on the next-gen Vera Rubin NVL 144 MGX servers, with mass production timeline reported to be around the second half of 2026. For now, the main revenue driver for NVIDIA and its AI server partners is the GB200 Blackwell AI servers, and it is claimed that Blackwell Ultra will account for a major portion of AI shipments moving into year-end and H1 2026, since suppliers have already entered mass production with the lineup. Based on the expected timeline, Vera Rubin comes just six to eight months after GB300 ramp up, and this shows us about the aggressiveness of NVIDIA's AI product cadence. Foxconn is said to be NVIDIA's main partner for next-gen AI server lineups, accounting for a 60% market share according to recent estimates. More importantly, the Taiwanese manufacturer is also heavily investing in setting up US-focused facilities, which indicates that the firm will play a vital role in NVIDIA's vision of American manufacturing. It would be interesting to see what sort of manufacturing shift do we see in the AI supply chain over the years, but by the looks of it, the dedication is defintely there. NVIDIA's Vera Rubin lineup is expected to hit mainstream markets by next year, and it already has seen adoption from the likes of OpenAI, in mega 'multi-GW' deals.