Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

DIGITIMESAugust 18, 2026en

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives and TSMC Chairman C.C. Wei's assessment of major cloud service provider (CSP) demand, to record capex from US CSPs and surging orders across downstream players like Asus, Gigabyte, and Supermicro—all demonstrate that AI demand is flowing steadily from upstream silicon to servers and data centers, driving concrete gains in revenue, profits, and backlogs.

This is a short summary published by AI Global Wire. The full article is owned and hosted by DIGITIMES — open it there to read it in full.