Taiwanese contract manufacturer Wistron is rallying as AI server orders keep pouring in, good news for investors betting on the AI buildout.

• Wistron stock jumped about 5% in early trading on strong shipments from its new US plant.
• Big North American cloud companies posted solid quarterly results, which the market read as a good sign for the manufacturers building their servers.
• Wistron expects AI server business to grow in the second half, with some orders already visible into 2027.
• New enterprise and cloud customers are signing on, some starting with Nvidia's GB platform.
• Global AI data center spending is forecast to more than quadruple by 2032, growing about 28% a year.

Outlook: Wistron expects to hold decent profit margins even as newer, pricier AI platforms roll out, with demand visibility now stretching into next year.