Simon Lin, chairman of key NVIDIA supplier Wistron, stated Friday that artificial intelligence is not a bubble. He anticipates AI-related order growth in 2026 will surpass 2025 levels. Lin expects the technology to usher in a new era and positively impact all industries.

The Taiwanese electronics manufacturer is currently preparing new U.S. manufacturing facilities to support NVIDIA. Wistron reports a solid order book extending into 2027.

The company projects significant growth for the current fiscal year. These forecasts provide a bullish signal for NVIDIA’s core business amid market debates regarding the sustainability of the AI sector.