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공급.","note_en":"Supplies rack-scale AI servers to alphabet.","sources":[{"stance":"confirms","publisher":"CNBC","publisher_en":"CNBC","kind":"news","lang":"en","published_at":"2025-12-05","url":"https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html","title":"엔비디아 파트너 폭스콘, AI 붐에 매출 26% 급증","title_en":"NVIDIA partner Foxconn reports 26% revenue spike on AI boom","excerpt":"구글 클라우드용 AI 랙 발주.","excerpt_en":"Orders AI racks for Google Cloud."}]},{"direction":"revenue","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":null,"note":"마이크로소프트에 랙스케일 AI 서버 공급.","note_en":"Supplies rack-scale AI servers to microsoft.","sources":[{"stance":"confirms","publisher":"CNBC","publisher_en":"CNBC","kind":"news","lang":"en","published_at":"2025-12-05","url":"https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html","title":"엔비디아 파트너 폭스콘, AI 붐에 매출 26% 급증","title_en":"NVIDIA partner Foxconn reports 26% revenue spike on AI boom","excerpt":"애저용 GB200 AI 랙 발주.","excerpt_en":"Orders GB200 AI racks for Azure."}]},{"direction":"revenue","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":null,"note":"아마존에 랙스케일 AI 서버 공급.","note_en":"Supplies rack-scale AI servers to amazon.","sources":[{"stance":"confirms","publisher":"CNBC","publisher_en":"CNBC","kind":"news","lang":"en","published_at":"2025-12-05","url":"https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html","title":"엔비디아 파트너 폭스콘, AI 붐에 매출 26% 급증","title_en":"NVIDIA partner Foxconn reports 26% revenue spike on AI boom","excerpt":"AWS용 GB200 AI 랙 발주.","excerpt_en":"Orders GB200 AI racks for AWS."}]},{"direction":"cost","counterparty":"부품·메모리·기판 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"서버용 부품·메모리·기판 조달(비공개).","note_en":"Sources server components, memory and boards.","sources":[{"stance":"confirms","publisher":"Hon Hai / TWSE","publisher_en":"Hon Hai / TWSE","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://www.honhai.com/en-us/investor-relations","title":"홍하이(폭스콘) IR·연차보고서(TWSE)","title_en":"Hon Hai (Foxconn) IR / annual report (TWSE)","excerpt":"AI 서버 조립에 부품·메모리·기판 다수 조달.","excerpt_en":"AI-server assembly sources many components, memory and boards."}]}]}