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Foxconn (2317 TT) has broken Dell (DELL) and Super Micro's (SMCI) duopoly by winning its first contract to manufacture SpaceX's (SPCX) next-generation AI servers powered by NVIDIA's (NVDA) GB300
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Foxconn broke the Dell-Super Micro duopoly by winning a contract for SpaceX's next-gen GB300 AI servers, signaling a shift in Musk's AI infrastructure supply chain.
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