Gigabyte unveils AI factory: what it means for Gigabyte stock

Published on 10/02/2026 at 01:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GAIFA starts with six racks and 700 kW of planned power. For Gigabyte stock this means TWD 144.21 billion revenue in the second quarter of 2026.

Gigabyte, TW0002376001, Illustration mit AI erstellt.

Gigabyte (TW0002376001) announced GAIFA with six racks and 700 kW of planned power on September 22, 2026. The first proprietary AI computing center from its Giga Computing subsidiary gives the company a test site for rack-scale systems, liquid cooling and data center integration, according to GIGABYTE Global.

GAIFA starts with six racks

The facility is designed to validate compute, power and thermal management before customer deployments move into production. Its initial configuration includes two racks using NVIDIA GB300 NVL72 systems, one rack with NVIDIA HGX B300 systems and additional platforms for visual computing and high-density workloads, the company said in its September 22, 2026 announcement.

Gigabyte is extending the project beyond server hardware. GAIFA covers facility planning, power configuration, storage architecture, liquid-cooling integration and on-site validation, creating a practical environment for customers testing complete AI infrastructure.

Second-quarter revenue rises 37.27 percent

Gigabyte reported TWD 144.21 billion of revenue in the second quarter of 2026, compared with TWD 105.06 billion in the first quarter. The sequential increase was 37.27 percent, while net income rose to TWD 6.61 billion from TWD 5.27 billion, according to Investing.com.

Basic earnings per share reached TWD 9.86 in the second quarter, compared with TWD 7.86 in the first quarter. The figures put the AI infrastructure program alongside a measurable acceleration in the companys latest quarterly revenue and earnings performance.

What GAIFA means for Gigabyte stock

For Gigabyte stock, the important distinction is that GAIFA is a validation center rather than a disclosed customer order. The six-rack starting point and 700 kW design give the project concrete operating scale, while the planned November 2026 shipments of systems powered by AMD EPYC 9006 processors provide a dated product milestone in the company announcement.

Gigabyte is listed under ticker 2376 on the Taiwan Stock Exchange, according to the Financial Times. Its business spans computer components, graphics cards, laptops, servers and related hardware, giving GAIFA a direct link to its existing product base.

Taiwan quote reaches TWD 368.50

Gigabyte was last at TWD 368.50 on the Taiwan Stock Exchange on October 1, 2026 at 1:30 p.m. TST, up 2.79 percent versus the prior close of TWD 358.50. The 52-week range was TWD 206.50 to TWD 402.00, while market capitalization stood at TWD 246.9 billion on October 1, 2026.