Simon Lin, Chairman of Taiwanese electronics manufacturer Wistron — a major supplier to Nvidia — stated that artificial intelligence is not a bubble, countering recent market chatter about AI hype and valuation concerns. According to Lin, AI has real utility across industries and is ushering in a “new AI era”, rather than representing a short-lived speculative frenzy. He emphasized that AI-related orders for 2026 are expected to grow significantly compared with 2025, suggesting strong underlying demand.
Wistron’s order outlook remains robust into 2027, indicating that corporate investment in AI infrastructure isn’t slowing down. Lin’s comments reflect confidence that enterprises will continue to invest in hardware and systems to support AI workloads, from data-center GPUs to AI-optimized servers. This counters fears that AI demand might collapse like past tech bubbles and underscores the sustained commercial value of AI technologies.
Part of Wistron’s optimism comes from its U.S. manufacturing facilities, which are gearing up for volume production in 2026 and are expected to serve Nvidia and other clients. These facilities are part of a broader industry shift toward building AI compute infrastructure domestically, including plans by Nvidia to build vast AI server capacity in the United States over the next several years. This reflects how hardware and production ecosystems are aligning with long-term AI growth projections.
Lin’s remarks come amid broader debate about whether current AI investment levels resemble a bubble or a structural shift in technology and economics. While some analysts warn about overinvestment and speculative valuations, executives like Lin argue that real demand across sectors — from cloud providers to enterprise IT — supports a view of AI as a legitimate growth trend rather than a temporary fad.
