In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China’s large-scale model DeepSeek-R1 emerged unexpectedly.

OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing backers are advancing discussions, aiming to bolster the company’s position against rivals.

Foxconn’s subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI businesses. FII highlighted that in 2025, cloud service provider (CSP) related operations will become the main growth driver, especially as AI servers and high-performance general-purpose servers ramp up. This expansion in cloud product lines not only fuels rapid revenue growth but also significantly enhances FII’s product mix and profitability structure.