Friday, February 6th 2026
Wistron Chairman Says AI is Not a Bubble
Simon Lin, the chairman of Wistron, has gone on record to say that AI is not a bubble and that the growth of AI-related orders for the company will be higher in 2026 than those it had in 2025. Reuters is quoting him saying "We believe AI really does help all industries, so I don't think it's a bubble; I think it will mark a new era. A new AI era is arriving." Wistron is expecting AI-related orders to see them through all the way into 2027 and this year's growth is expected to be "significant."
Wistron is expecting to open its new US manufacturing facility this half of 2026, where the company will be producing AI servers on behalf of NVIDIA. Wistron is said to have a four-year contract with NVIDIA that is valued at as much as US$500 billion. The question here is if the industry is trying its best to make as much profit out of the current market trend, or if this really is a long-term business for companies such as Wistron. We've seen past bubbles where company leadership has denied it being a bubble, until it was, but maybe it's different this time around.
Source:
Reuters
Wistron is expecting to open its new US manufacturing facility this half of 2026, where the company will be producing AI servers on behalf of NVIDIA. Wistron is said to have a four-year contract with NVIDIA that is valued at as much as US$500 billion. The question here is if the industry is trying its best to make as much profit out of the current market trend, or if this really is a long-term business for companies such as Wistron. We've seen past bubbles where company leadership has denied it being a bubble, until it was, but maybe it's different this time around.
40 Comments on Wistron Chairman Says AI is Not a Bubble
Sure it's totally not a bubble when everything about it is a bubble.
en.wikipedia.org/wiki/Wistron
AGI is never coming from this approach, it's fundamentally flawed limited technology that offers only minor real world productivity benefits.
Meanwhile anyone else who wants RAM, Storage or anything else that 800bn is being spent on will pay hundreds of percent more than they did before.
It's got total economic clusterfuck written all over it, decimation of parts of the economy from the inflation and in a few years, most of the infrastructure will probably be bulldozed. All that will be left is the wrecked finances of these businesses and a technology nuclear winter...
I mean, we should also ask Jen Hsu Huang and Sam Altman. Only then will we have a perfectly objective, data-based and unbiased view on whether AI is a bubble.
Random corporations releasing statements saying that there's no bubble and everything is fine, totally normal. Better than normal, in fact. Good. We're fine here, now. Uh, How are you?
This isn't the bubble you're looking for.
Openai oracle and Microsoft, with those stooges gone sanity would return to the market
“It is difficult to get a man to understand something,
― Upton Sinclairwhen his salary depends on his not understanding it.”
But many others...
The harder they something isn't the more it is.
tHe problem is that they should have remained research curiosities for an other decade or longer until hardware is advanced enough to not ruin the economy trying to build out the infrastructure needed to get everyone using it.Google is fine, they are making investments but aren’t taking on debt to build out their infrastructure.
Microsoft is trying to justify their funding of OpenAI (which has been trying to fuck them over for one and a half year now ) by integrating copilot in everything and taking on debt it can’t cover with its massive income.
When this bubble pops its finally them that will be losing their jobs due to AI.