Simon Lin, the chairman of Wistron, has gone on record to say that AI is not a bubble and that the growth of AI-related orders for the company will be higher in 2026 than those it had in 2025. Reuters is quoting him saying "We believe AI really does help all industries, so I don't think it's a bubble; I think it will mark a new era. A new AI era is arriving." Wistron is expecting AI-related orders to see them through all the way into 2027 and this year's growth is expected to be "significant."

Wistron is expecting to open its new US manufacturing facility this half of 2026, where the company will be producing AI servers on behalf of NVIDIA. Wistron is said to have a four-year contract with NVIDIA that is valued at as much as US$500 billion. The question here is if the industry is trying its best to make as much profit out of the current market trend, or if this really is a long-term business for companies such as Wistron. We've seen past bubbles where company leadership has denied it being a bubble, until it was, but maybe it's different this time around.