Quanta sees a decade-long AI server cycle, warns growth isn't instant

Aaron Lee, Taipei; Levi Li, DIGITIMES Asia Wednesday 7 January 2026 0

Credit: DIGITIMES

Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers, which he described as "instant-noodle" orders — easy to land and...

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