Chinese Firms Order $35B in Nvidia RTX PRO 5500s

Nvidia introduced the DSX Pod AI Factory, a shipping-container-sized system with seven Vera Rubin AI racks, aiming to reduce AI data center deployment time to 14 days. The company collaborates with manufacturers like Foxconn and Lenovo for deliveries starting in early 2027. Analysts estimate a single Vera Rubin rack costs over $7 million.

Amkor Technology (AMKR) announced $3B multi-year capacity agreements with NVIDIA to expand AI and computing platform packaging in Arizona and South Korea. The investments aim to meet rising demand for advanced packaging solutions.

Samsung Electro-Mechanics and NVIDIA have formed a strategic partnership to expand production of ABF substrates for AI semiconductors, with supply beginning in 2026. They will jointly invest in facilities in Sejong and Busan, South Korea, to support NVIDIA's AI chipset and high-speed networking solutions, aiming to alleviate supply chain bottlenecks.

NVIDIA and Amkor Technology have expanded their agreements to a total of $3 billion for advanced chip packaging. The deal supports NVIDIA's long-term growth and demand for AI platforms, according to both companies. Amkor will exhibit at NVIDIA GTC. Amkor (AMKR) is a global leader in outsourced semiconductor packaging and test services.

Amkor Technology (AMKR) shares rose 8% after Nvidia (NVDA) announced plans to expand their advanced packaging partnership, aiming for a 300% increase in interposer wafer capacity in South Korea by 2028. This deal supports Nvidia's efforts to scale AI infrastructure production, with multiple supply chain partners involved.

NVIDIA (NVDA) is partnering with six firms to expand global manufacturing capacity for AI infrastructure. Projects include substrate, packaging, testing, and optical engine expansions, with new facilities expected to come online between 2027 and 2028. NVIDIA's stock was up 1.87% in pre-market trading.