According to Wistron Chairman Simon Lin, AI is not a bubble, bucking the trend of caution surrounding the technology. He anticipates greater AI-related order growth in 2026 compared to 2025. Lin believes AI will usher in a "new era," impacting all industries. This optimistic outlook comes as the tech world navigates the rapid evolution of artificial intelligence.

Wistron is set to open a new US manufacturing facility in the second half of 2026. The facility will produce AI servers for NVIDIA. The company has a substantial four-year contract with NVIDIA, potentially worth up to $500 billion. This investment underscores Wistron's commitment to the AI sector and its belief in sustained industry expansion.

The industry is at a point where investments are high, and the long-term viability of these ventures is still under question. The debate is whether the current AI boom is sustainable. Historically, companies have been caught in the midst of market bubbles. It remains to be seen if the current AI wave will follow suit or establish itself as a lasting force.