FII (Foxconn Industrial Internet) Expert Call
2026 Rubin / GB300 shipment outlook, and my view
Summary:
In 2025 Q4, FII’s GB200 and GB300 rack shipments each account for ~50%, and monthly capacity for both is 1,700–1,800 units. Capacity is expected to peak in May–June 2026, reaching 8,000–10,000 units/month. Next year’s GB300 demand is ~100,000 racks.
Incremental capacity mainly comes from North America and Mexico plants, and is expected to be released gradually around mid-next year.
The Rubin series is planned for small-batch production in 2026 Q3, with potential delays; next year market demand will still be dominated by Blackwell.
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