根据Debbie Wu的报道，英伟达的合作伙伴鸿海精密工业股份有限公司报告了超出预期的季度收入，表明全球在AI基础设施上的支出持续增加。
Corp. partner Hon Hai Precision Industry Co. reported better-than-expected quarterly revenue, signaling sustained and elevated spending on global AI infrastructure.
截至9月的三个月内，鸿海的销售额达到3.03万亿新台币（954亿美元），同比增长47%；分析师平均预期为2.83万亿新台币。
Sales for the three-months ended in September totaled NT$3.03 trillion ($95.4 billion), up 47%.
鸿海强劲的销售增长得益于Micron Technology Inc.上周发布的乐观预测。这两项数据都表明，AI领域的支出仍在持续上升。
Analysts on average were looking for NT$2.83 trillion. Hon Hai’s strong sales growth followed a bullish forecast from Micron Technology Inc. last week.
尽管OpenAI的Sam Altman和Anthropic PBC的Dario Amodei等高管呼吁减缓这项新兴技术的发展，以确保其仍受人类控制，但这一趋势并未改变。
Both add to evidence that spending on AI continues to climb.
作为英伟达的服务器组装合作伙伴，鸿海在过去两年中受益于全球云计算基础设施的建设。
That’s even as executives such as OpenAI’s Sam Altman and Anthropic PBC’s Dario Amodei have called for slowing development of the emerging technology to ensure it stays under human control.
随着投资者对产能过剩、债务水平上升和监管障碍的担忧加剧，鸿海的业绩被视为AI行业的一个风向标。自年初以来，其股价上涨了约10%。
Hon Hai, which is a server assembly partner for Nvidia, has benefited from the construction of cloud infrastructure around the world over the past two years. The Taiwanese company’s sales are seen as a check-in for the AI sector as investor concerns grow about overcapacity, rising debt levels and regulatory setbacks.
这家总部位于台北的公司（也被称为富士康）仍有很大一部分收入来自与苹果公司的低利润率业务。
Its share price are up about 10% since the beginning of the year.
鸿海是苹果iPhone的主要制造商，在中国和印度设有组装工厂，尽管苹果正在寻求与Luxshare Precision Industry Co.等公司合作以多元化供应商。
The Taipei-based company, also known as Foxconn, still derives a significant chunk of its revenue from its lower-margin business with Apple Inc. Hon Hai is the primary iPhone manufacturer with assembly facilities in China and India, although Apple is diversifying suppliers with the likes of Luxshare Precision Industry Co.