Foxconn Industrial Internet: Smooth shipments of GB200 and GB300, CPO all-optical switch prototype enters production

April 17 - Foxconn Industrial Internet (SH: 601138) released its investor relations activity record announcement, stating that driven by AI-related businesses, the company’s operating performance in Q1 2026 is expected to improve year-on-year. In the AI server segment, shipments of GB200 and GB300 are running smoothly, laying a solid foundation for growth in the first quarter, while next-generation products have completed production preparations, with mass production and delivery capabilities continuing to strengthen. In the switch segment, CPO all-optical switch prototypes have entered production, while shipments of 800G and above high-speed switches continue to ramp up. The communications and mobile network equipment business is trending positively overall, with new co-developed products with major customers progressing smoothly. The company expects AI infrastructure demand to remain highly prosperous throughout the year, with core products continuing to benefit.