Foxconn will be the main supplier for NVIDIA’s Groq 3 LPX, a new chip designed specifically to boost AI inferencing capabilities. This partnership highlights the growing demand for AI hardware.
At GTC 2026, NVIDIA introduced its Groq 3 LPX chip alongside the Vera Rubin AI platform. The Groq 3 LPX is a Language Processing Unit (LPU) built to speed up AI inferencing by as much as 35 times. Each Groq 3 LPX rack will contain 256 chips, featuring 128 GB of SRAM and 12 TB of DDR5 memory, making it suitable for multi-trillion parameter AI models.
According to Taiwanese news outlets, the Groq 3 LPX is now shipping earlier than planned in the third quarter of 2026. This shows NVIDIA’s effort to quickly roll out its entire Vera Rubin platform to meet the increasing demand for inferencing AI, a crucial part of the Agentic AI era.
Initially, the industry expected limited shipments of Groq 3 LPX this year. However, current supply chain reports indicate that LP30 and LP35 chips, which are inside the LPX racks, will reach an astonishing 1.5 million units this year and 2.5 million units in 2027, respectively.
Reports suggest that Foxconn is the “exclusive” supplier of the Groq 3 LPX computing tray and the primary supplier for the LPX cabinet assembly. The huge demand for NVIDIA’s Vera Rubin platforms and Groq 3 LPX racks will boost Foxconn’s share from 55% to 60% in the second half of this year, leading to significant revenue growth for the company.
Based on early estimates, Foxconn is expected to deliver 6,000 Groq 3 LPX racks this year and another 10,000 racks in 2027. This count does not include the next-generation LPX racks, which will use LP40 chips and are expected to start shipping next year.
The primary Vera Rubin “NVL72” racks are anticipated to reach 12,000 units in 2026, with major customers including Google, Amazon AWS, and Microsoft. Mass production of Vera Rubin VR200 NVL72 servers is expected to begin by the end of Q3 2026.
Foxconn is also increasing its production for NVIDIA’s latest AI servers to meet the massive demand. Foxconn’s CEO, Liu Yangwei, has already stated that the company can produce over 1,000 cabinets per week and aims to increase this capacity to 2,000 cabinets by the end of 2026.
