Quanta Computer Inc.

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The United States International Trade Commission has opened a patent investigation into power transmission systems used in data center servers, naming more than 20 companies including Taiwan's Foxconn, Delta Electronics, and Quanta Computer.

The products at issue deliver power to artificial intelligence accelerators, graphics processors, and central processors inside cloud computing systems.

The complaint was filed by Vicor, a power company based in Massachusetts, and the commission stressed it has made no determination on the merits of the case.

Case three.

From 2013 to 2015, a Lithuanian man named Evaldas Rimasauskas set up a fake company with a name like a real Taiwanese manufacturer, Quanta Computer, which really was a supplier to Google and Facebook.

He sent them fake invoices with emails and contracts that looked legitimate and got them to pay about ninety-nine million dollars from Facebook and twenty-three million from Google.

Both companies recovered most of it.

Taiwan's AI boom is making its tech tycoons richer than ever.

A new global billionaire ranking shows nine Taiwanese business leaders have cracked the world's top 500 richest, with Quanta founder Barry Lam leading the pack in Taiwan.

And with the demand for AI servers soaring, several familiar names, including Hon Hai founder Terry Gou and TSMC founder Morris Chang, are also seeing their fortunes climb.

Back in June, Quanta founder Barry Lam spoke confidently about orders with his company.

As global demand for AI servers surges, the fortunes of Taiwan's tech tycoons are skyrocketing.

According to Bloomberg's latest Billionaires Index, nine Taiwanese business leaders can be found among the world's top 500 richest people.

So, Aman, you have a wide range of customers.

Conagra is a customer, Quanta Computer, Ferrari.

It's a very different set of needs.

How do the power needs of a food producer compare to an automaker?

Foxconn remains the largest, with January through August revenues of roughly $206 billion.

Quanta reported about $84 billion over the same period, up 103% year over year, while Wistron reached about $79 billion, up 99%.

August in and of itself was a remarkable month.

Quanta generated about $13.4 billion, up 178%, while Wistron reached roughly $14.6 billion, up 166%.

These companies have evolved considerably beyond the old image of low-margin PC assemblers.

They increasingly integrate accelerators, CPUs, memory, networking, storage, power, and liquid cooling into complex rack-scale systems.

And so naturally, as these data centers get bigger, the number of connections will be so much higher and there'll be so much value in the networking that it creates really interesting opportunities to innovate at the rack level And we're doing a lot of work on that right now.

We just announced 19 partners, Dell, Quanta, WeWin, Wistron, Celestica, Foxconn, name your company.

They're all working with us on defining what these racks look like for optics.

And what does the row of racks look like? And eventually, what does the data center look like? There is a lot that's going to happen in terms of defining what data centers of the future will look like.