Taiwan cable maker BizLink says AI server demand is still strong and picking up, a positive sign for the AI supply chain and for investors worried about a slowdown.

• Next-generation AI server products have entered mass production, and orders from downstream customers are moving again, pointing to higher sales this quarter.
• The company bought Singapore's Interplex Datacom to quickly add capacity for power components like busbars, and that deal starts adding to results in the second half.
• On co-packaged optics, the holdup is reliability, not capacity — heat, fiber assembly and stress problems mean the technology will arrive slower than expected, starting with switches.
• Chairman Liang Hua-che sees no slowdown in AI server demand, with customers placing long-term orders and high-performance computing and chip equipment shipments still busy.
• The main risk he flags is money: whether end customers can raise the funding they need will shape demand later on.

Outlook: Sales should grow this quarter and again in the second half as the Singapore plants kick in, with funding conditions for AI buyers the thing to watch.