Foxconn has delivered its entire supply of Co-Packaged Optics racks to NVIDIA ahead of schedule. Industry insiders report that the assembly giant shipped all units to the chipmaker before the planned timeline. This rapid fulfillment has left Foxconn with zero inventory for other purposes, including public demonstrations.
NVIDIA procurement drives massive inventory depletion at Foxconn Vietnam plant
The company originally estimated shipping over 10,000 units in 2026. It has since raised that projection to 50,000 units for the 2026 to 2027 period. These racks are manufactured at Foxconn's plant in Vietnam. The supply chain tightness is so severe that even display cabinets were diverted to NVIDIA.
NVIDIA will receive prototype shipments in the first quarter of 2026. Mass production and subsequent shipments are scheduled for the third quarter of 2026. This global availability through NVIDIA supports the deployment of AI infrastructure components for next-generation platforms.
Foxconn is expected to skip showcasing these racks at this year's Taipei International Computer Show. The decision stems directly from the lack of available units due to the urgent demand from NVIDIA. Industry sources characterize Foxconn as the sole supplier of this specific solution, though this characterization may not reflect an exclusive contract.
Foxconn has not confirmed the launch window or specific contract details publicly. The claim that it is the sole supplier remains unverified by the vendor. Industry insiders attribute the tight supply conditions to the overwhelming procurement needs of NVIDIA.
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