AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy
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May 7, 2026, 8:32 pm123 ptsTrending
Digitimes
Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while US peers such as Flex restructure around data center power systems. With hyperscaler capex exceeding US$800 billion annually,…
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