Demand for AI servers remains robust, prompting industry players to actively develop and continuously update product architectures. Supply chain observers note that as AI endpoint requirements grow more complex, future server platforms will move away from one-size-fits-all standards toward customized configurations tailored to specific applications. This shift also increases market demand for rack designs with flexible, adaptable configurations, a key focus for server vendors going forward.

Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion, he expects 2025 to once again be an excellent year. Yang shared that Quanta aims to become a collaborator in intelligent production systems.

First, it was Jack Ma, followed by Zhang Yiming. Since early 2025, the quiet reappearances of these two iconic Chinese tech founders have reignited public curiosity and debate, highlighting shifting dynamics in China’s technology leadership landscape.