We're Aiming for a 100% Growth Rate of the AI Server Business in 2026: Asus Co-CEO

Why It Matters

ASUS’s push to double AI‑server sales reshapes its revenue mix toward high‑margin enterprise solutions, while memory constraints and geopolitical risks test its ability to sustain growth and pricing power.

Key Takeaways

• AI server business targets another 100% growth by 2026.
• Enterprise segment may become top revenue pillar over gaming.
• ASUS to showcase Nvidia‑powered Vera Rubin AI platform at GTC.
• Memory shortages driving price hikes across laptops, desktops, GPUs.
• Middle‑East instability poses operational risks but no immediate sales impact.

Summary

ASUS’s co‑CEO said the company will double its AI‑server revenue again by 2026, aiming for a 100% year‑over‑year growth rate after already posting more than 100% growth last year. The statement came during a Q&A that also covered the firm’s overall product mix – 43% gaming, 30% consumer, 27% enterprise – and how that balance is expected to evolve.

The AI‑server segment, now the fastest‑growing pillar, is projected to become the top‑revenue line, potentially eclipsing the traditionally dominant gaming business. To sustain this trajectory, ASUS is securing multi‑year memory supply agreements and accepting higher component costs, noting that memory prices have risen over 100% in Q1, prompting price adjustments across laptops, desktops and graphics cards.

At Nvidia’s GTC, ASUS will debut its “Vera Rubin” AI platform, a Nvidia‑powered server with flexible cooling and enterprise‑grade redundancy, alongside products such as the ET900N, Ascent GX10 and PE3000N aimed at robotics, autonomous vehicles and smart‑city workloads. The co‑CEO highlighted positive customer feedback and a $3 million price tag for the GB300 rack, while stressing competitive pricing will be pursued.

If the aggressive growth plan succeeds, ASUS could shift its revenue base toward enterprise AI solutions, strengthening its position against rivals in the data‑center market. However, the company must navigate memory scarcity, rising consumer prices and geopolitical uncertainty in the Middle East, which could affect supply chains and regional operations.

Original Description

S.Y. Hsu, co-CEO of Asus, says it's "highly possible" that enterprise and commercial products will be the highest revenue grossing segment of the company, and that they are aiming to begin mass production of Nvidia Vera Rubin servers in 2026. He also expects the current shortage of memory chips to last until Q4 of 2027.