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Foxconn reported a record revenue of approximately $82.73 billion for Q4, a 22% increase year-over-year, driven primarily by strong demand for AI servers. This demand correlates with Nvidia's hardware needs for data centers, indicating sustained high demand as 2026 begins.

The upcoming CES keynote by Nvidia CEO Jensen Huang is expected to highlight 'Physical AI' and robotics applications, with the AI robotics market projected to grow from $12.8 billion to over $124 billion by 2030. While analyst consensus suggests significant upside potential for Nvidia shares, recent insider sales of $461 million raise concerns about valuation.

Supply chain research indicates rising costs, particularly for server-DRAM, leading Nvidia to prioritize high-margin data center GPUs over consumer graphics. Foxconn's revenue dynamics provide a fundamental floor for Nvidia's current share price amidst ongoing supply challenges.