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Wistron is manufacturing NVIDIA GB 300 supercomputers at volume; Wistron is critical production partner for flagship AI hardware

Jensen Huang· NVIDIA· AI· 2026-07-22· about Wistron
And we're producing them. You know, like, like phones, you know. And right here in Wistron.

Why it matters

Wistron is NVIDIA's primary contract manufacturer for GB 300 supercomputers. This is a critical dependency for NVIDIA's ability to meet demand for its most advanced hardware.

Investment implication

Wistron's utilization rates and capacity will be highly constrained. Investors should monitor Wistron's capex, hiring, and order book expansion to gauge NVIDIA's actual production capacity ceiling.

Source

NVIDIA & Wistron: Reindustrializing America With Advanced Manufacturing (YouTube)
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