Quanta Computer

Where it fits in smart glasses

Licensed by Lumus (Sept 1, 2026) to manufacture its next-generation Z-30 2.0 and A-Lens (30°/50°) waveguides; long-standing Lumus supply-chain partner and investor since 2016; $20M strategic investment in Vuzix tied to waveguide production (completed Sept 2025).

What the evidence establishes

Partner-disclosed: Lumus’s release licenses Quanta to manufacture its Z-30 2.0 and A-Lens waveguides; Quanta has been a Lumus investor since 2016 and invested $20M in Vuzix.

An explicit smart-glasses product, design-in, supply role, program, application page or partnership, including wrist or ring input sold with glasses. For a device maker, it means the company’s own glasses, not a supplier relationship. This does not establish revenue, market share, volumes or future sourcing.

Keep in perspective

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A smart-glasses product, design-in or partnership does not by itself establish material glasses revenue, market share, or future returns.

Connections to the assembly

This company is mapped at sector level. The reviewed evidence does not establish a direct match to a specific illustrated part. Explore waveguides & lenses for the broader relationship.

Where it fits in an AI server rack

Its cloud unit QCT made the QuantaGrid D75B-1U compute tray for GB200 NVL72 and had GB300 NVL72 L10 servers and L11 racks in system testing, targeting first shipment in August 2025 (QCT, Aug 25, 2025). Servers were 80% of Q1 2026 revenue, three-quarters of them AI servers, and Quanta plans NT$30 billion of 2026 capex to double AI capacity (Taipei Times, May 15, 2026).

What the evidence establishes

Disclosed: QCT’s own blog describes its GB200 NVL72 compute tray and GB300 NVL72 L10 and L11 production.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Listed as a rack builder for its own AI servers and racks, not as a supplier of the parts inside.

Keep in perspective

Specialist business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

This company is mapped at sector level. The reviewed evidence does not establish a direct match to a specific illustrated part. Explore rack builders & platforms for the broader relationship.